Schroder UK Mid Cap

What Schroder UK Mid Cap does

Schroder UK Mid Cap is the UK mid-cap equity strategy of Schroders, a global asset and wealth manager headquartered in London. The fund aims to deliver total returns above the FTSE 250 ex Investment Companies benchmark through active management of UK mid-cap equities, and operates as a publicly offered investment product within Schroders' broader capability set. Schroders as a firm traces its history to 1804, giving it over 220 years of operating heritage, and now manages £867.8 billion of assets under management across 36 global locations as of 30 June 2026.

The platform is built around an active investment management model that combines proprietary research, data and investment judgement across multiple capabilities: equities (including UK mid-cap), fixed income, multi-asset, emerging markets, sustainable investing and private markets. Supporting the investment capabilities are dedicated business units including Schroders Capital (private markets), Schroders Wealth Management, Cazenove Capital (UK HNW/family office/charity advice), and the Benchmark platform for financial advisers. Proprietary in-house tools are used to construct, stress-test and rebalance multi-asset portfolios.

Revenue is generated primarily through recurring management fees on assets under management, with potential performance fees on certain strategies. Distribution is multi-channel: direct institutional sales to pension funds, insurers, sovereign wealth funds and endowments; intermediary networks through financial advisers and platforms; and direct private investor access through wealth subsidiaries. The firm reports an AAA MSCI ESG Rating and a 95% retention rate among highly-rated employees. The primary UK operating subsidiary, Schroder Investment Management Limited, is authorised and regulated by the Financial Conduct Authority.

Name

Schroder UK Mid Cap

Legal name

Schroder Investment Management Limited

Website

https://schroders.com

Company type

Private

Founded year

1804

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Schroder UK Mid Cap is a UK mid-cap equity strategy that actively invests in UK mid-cap equities to deliver total returns above the FTSE 250 ex Investment Companies index, offered by Schroders, a London-headquartered global asset and wealth manager founded in 1804 with £867.8 billion AUM.

Ownership category

akta.pro rank

Product category

Active Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Mid-Cap Equity (Active) (FSAAAIAB)

Keywords

• UK mid cap equities
• Active asset management
• Investment trust management
• FTSE 250 investing
• Wealth management services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Asset Management Fees: Schroders generates revenue primarily through management fees charged on assets under management, with potential performance fees on certain investment strategies. The firm manages £867.8 billion in assets as of June 2026.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Schroder UK Mid Cap is an actively managed investment fund that invests in UK mid-cap equities with the objective of delivering total returns in excess of the FTSE 250 ex Investment Companies index. It is operated by Schroder Investment Management Limited, an FCA-authorised UK asset manager that runs £867.8 billion of assets across equities, fixed income, multi-asset, emerging markets, sustainable investing and private markets strategies for institutional, intermediary and private investors.

Product overview

Schroders is a global asset and wealth manager operating as a unified platform with multiple investment capabilities and business units. The core investment offerings include Equities, Fixed Income, Multi-asset, Emerging Markets, Sustainable Investing, and Private Markets. These are supported by specialized business units including Schroders Capital (private assets), Schroders Wealth Management (wealth management services), Cazenove Capital (UK-focused wealth advisory), and Benchmark (adviser support). With £867.8 billion in assets under management as of June 2026, the firm offers insight-led investing combining research, data and judgment across public and private markets for institutional, intermediary and private investors.

Differentiator

Problem solved

Functional benefit

Brands

• Schroders Capital: Provides access to a broad range of private asset investment opportunities.
• Schroders Wealth Management
• Cazenove Capital
• Benchmark

Products and services

• Schroder UK Mid Cap Fund Actively managed investment trust/fund investing in UK mid-cap equities with the objective of delivering total returns in excess of the FTSE 250 ex Investment Companies index, for institutional, intermediary and private investors.
• Schroders Equities Capability Broad range of active equity investment strategies focused on delivering long-term investment returns across global markets, including the UK mid-cap strategy.
• Schroders Fixed Income Capability Specialist fixed income strategies designed and managed by in-house teams to capitalise on a wide range of opportunities across global bond and debt markets.
• Schroders Multi-Asset Capability Combined-asset strategies with ongoing review, rebalancing and refinement, using proprietary in-house tools to stress-test portfolios against different scenarios.
• Schroders Emerging Markets Capability Active strategies designed to capture growth opportunities in under-represented emerging markets including China, Latin America and other emerging economies.
• Schroders Sustainable Investing Capability Active management approach evaluating sustainability factors alongside traditional financial metrics to support the transition to a low-carbon economy while maintaining investment performance focus.
• Schroders Capital — Private Markets Provides access to a broad range of private asset investment opportunities through a dedicated private markets investment management platform.
• Cazenove Capital — UK Wealth Advisory Trading name of Schroders (C.I.) Ltd providing wealth advisory services for high net worth individuals, family offices and charities in the UK.
• Schroders Wealth Management Complete wealth management service for high net worth clients, family offices and financial advisers, delivered through the Group's wealth management subsidiaries.
• Benchmark — Adviser Platform Platform empowering financial advisers throughout their business lifecycle and supporting the delivery of financial advice to individual clients.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Fidelity International: Global active asset manager with strong UK equities and multi-asset capabilities. Comparable as a large active manager with similar multi-channel distribution and product breadth.
• Franklin Templeton: Global asset manager with active equity, fixed income, and multi-asset capabilities. Comparable as a diversified active manager with multi-region distribution and similar institutional client focus.
• Federated Hermes: Global active asset manager with strong UK and European equities presence and ESG integration. Comparable as an active manager with sustainability-led capabilities and institutional client focus.
• Legal & General Investment Management (LGIM): Major UK-based asset manager with both active and passive equity capabilities serving institutional and retail clients. Comparable as a large UK asset manager with diversified investment capabilities and significant AUM.
• M&G Investments: UK-based asset and wealth manager with active equity and multi-asset strategies. Comparable as a UK-headquartered active asset manager with strong intermediary distribution and private investor reach.
• Invesco: Global investment manager with significant UK active equity and multi-asset strategies. Comparable as a diversified active asset manager with overlapping institutional and intermediary client bases.

Direct peers

• abrdn (formerly Aberdeen Standard Investments): Global asset manager with a strong UK active equities franchise and broad multi-asset capabilities. Comparable as a UK-headquartered active asset manager serving institutional and intermediary clients.
• Jupiter Fund Management: UK-listed active asset manager with significant UK equities and multi-asset capabilities. Directly comparable given UK-centric active equity offerings and shared distribution through intermediaries and wealth platforms.
• Baillie Gifford: Edinburgh-based active investment manager with a strong UK equities franchise, including UK mid-cap strategies. Directly comparable as a UK-focused active equity manager with multi-asset and private market capabilities.

Emerging players

• Liontrust Asset Management: UK-listed specialist active asset manager with UK equities and sustainable investment capabilities. Comparable as a UK-focused active manager targeting similar intermediary and institutional clients, though smaller in scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schroder UK Mid Cap