Fund
FACT BOX
MANAGER : Robert Kaynor / LAUNCHED : 14 / 02 / 1990 / FUND SIZE : £ 794m / OCF : 0.92
CROWN RATING
the technology bubble in 1999 to 2001 . In the seven-year period following the market peak in March 2000 , small caps were up by more than 70 %, whereas large caps were up by less than 10 %.” The strong performance of US small caps after the bursting of the dotcom bubble helps to explain why Kaynor ’ s fund is one of just 15 that would have made someone an ISA millionaire had they invested the maximum permitted amount in it since the tax-free wrapper was introduced in April 1999 . The fund has made 1,405.9 % over this time , compared with 747.5 % from its IA North American Smaller Companies sector . The large-cap focused IA North America sector made 348.2 %.
Performance of fund vs sector since April 1999
Schroder US Smaller Companies ( 1405.9 %)
IA North American Smaller Companies ( 747.5 %)
1,600 % |
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1,400 % |
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1,200 % |
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1,000 % |
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800 % |
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600 % |
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400 % |
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200 % |
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0 % |
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-200 % |
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Apr99 |
Apr01 |
Apr03 |
Apr05 |
Apr07 |
Apr09 |
Apr11 |
Apr13 |
Apr15 |
Apr17 |
Apr19 |
Apr21 |
Source : FE Analytics
Issue 93 - March 2023 / 43 /