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Investing in UK mid-caps with SCP’s Jean Roche
In this episode of Trust Issues, we speak to Jean Roche, manager of Schroder UK Mid Cap, about the investment case for the UK mid-cap sector, including why valuations continue to look attractive, the key drivers of performance and uncovering the most exciting opportunities in the sector.
00:00 Introduction
00:18 Why invest in UK mid-caps?
03:32 Potential catalysts for a re-rating
06:40 Impact of tariffs
09:20 Key drivers of outperformance
15:41 The role of dividends
17:34 Exposure to the defence sector
19:36 Allocation to consumer discretionary
20:51 Investment case for Curry’s
24:05 Impact of M&A & IPOs
27:53 Risk warning
Our latest note on SCP - https://www.trustintelligence.co.uk/investor/articles?fund_id=3
SCP website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-uk-mid-cap-fund-plc/
Please note that this podcast was recorded on 20 May 2025.
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By Kepler PartnersIn this episode of Trust Issues, we speak to Jean Roche, manager of Schroder UK Mid Cap, about the investment case for the UK mid-cap sector, including why valuations continue to look attractive, the key drivers of performance and uncovering the most exciting opportunities in the sector.
00:00 Introduction
00:18 Why invest in UK mid-caps?
03:32 Potential catalysts for a re-rating
06:40 Impact of tariffs
09:20 Key drivers of outperformance
15:41 The role of dividends
17:34 Exposure to the defence sector
19:36 Allocation to consumer discretionary
20:51 Investment case for Curry’s
24:05 Impact of M&A & IPOs
27:53 Risk warning
Our latest note on SCP - https://www.trustintelligence.co.uk/investor/articles?fund_id=3
SCP website - https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/schroder-uk-mid-cap-fund-plc/
Please note that this podcast was recorded on 20 May 2025.