Schroder International Selection Fund - Nordic Micro Cap

Overview

Schroder International Selection Fund - Nordic Micro Cap is a mutual fund that focuses on investing in micro-cap companies within the Nordic region, including Denmark, Finland, Iceland, Norway, and Sweden. The fund aims to achieve capital growth by investing at least two-thirds of its assets in equity and equity-related securities of micro-sized Nordic companies, defined as those in the bottom 10% by market capitalization of the Nordic equities market. The fund may also invest up to 10% of its assets in eligible unlisted transferable securities. The investment strategy is actively managed, with a focus on fundamental research to identify well-managed, innovative companies capable of sustainable long-term growth. The fund maintains a higher overall sustainability score than the MSCI Nordic Micro Cap (Net TR) index, based on the Investment Manager’s rating system. It invests at least 25% of its assets in sustainable investments, which are expected to contribute towards the advancement of one or more environmental and/or social objectives. The fund's portfolio is diversified across various industries, including technology, healthcare, consumer goods, industrial goods, financial services, energy, materials, telecommunications, utilities, consumer services, basic materials, real estate, transportation, media, and retail. The fund's investment size ranges from a minimum of $1,000,000 to a maximum of $50,000,000, catering to both institutional and high-net-worth individual investors seeking exposure to the Nordic micro-cap market. Please note that investing in micro-cap companies involves higher risks due to their smaller size, limited resources, and lower liquidity compared to larger companies. Potential investors should carefully consider these factors and consult with a financial advisor before making investment decisions.