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Schroder UK Mid Cap FundCHIX:SCPL 37 Equity-to-Asset is 0.92 as of Mar. 2026, which is 1% above its 10-year median of 0.91. GuruFocus rates CHIX:SCPL with a GF Score™ of 37/100. The stock has 5 warning signs investors should review. Among 1,630 Asset Management companies, Schroder UK Mid Cap Fund ranks better than 65.58% on this metric.
The historical rank and industry rank for Schroder UK Mid Cap Fund's Equity-to-Asset or its related term are showing as below:
CHIX:SCPl'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.86 Med: 0.91 Max: 1
Current: 0.92
During the past 13 years, the highest Equity to Asset Ratio of Schroder UK Mid Cap Fund was 1.00. The lowest was 0.86. And the median was 0.91.
CHIX:SCPl's Equity-to-Asset is ranked better than 65.58% of 1630
companies
in the Asset Management industry
Industry Median: 0.83
vs CHIX:SCPl: 0.92
Schroder UK Mid Cap Fund (CHIX:SCPl) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Schroder UK Mid Cap Fund Equity-to-Asset Related Terms
Schroder UK Mid Cap Fund Equity-to-Asset Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
CHIX:SCPL vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Schroder UK Mid Cap Fund's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Schroder UK Mid Cap Fund Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Schroder UK Mid Cap Fund's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Schroder UK Mid Cap Fund's Equity-to-Asset falls into.
Schroder UK Mid Cap Fund Equity-to-Asset Calculation
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
Schroder UK Mid Cap Fund's Equity to Asset Ratio for the fiscal year that ended in Sep. 2025 is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Schroder UK Mid Cap Fund (CHIX:SCPL) has a Equity-to-Asset of 0.92 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Schroder UK Mid Cap Fund and its competitors. This is near median its historical median of 0.91. Over the past decade, Schroder UK Mid Cap Fund's Equity-to-Asset has ranged from 0.86 to 1.00. According to the industry distribution chart, Schroder UK Mid Cap Fund ranks #561 out of 1630 companies in the Asset Management industry, placing it in the top 34.4%.
Is Schroder UK Mid Cap Fund's Equity-to-Asset too high?
Schroder UK Mid Cap Fund's current Equity-to-Asset of 0.92 is near median its 10-year median of 0.91. Over the past 10 years, this metric has ranged from a low of 0.86 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Schroder UK Mid Cap Fund's value of 0.92 is 10.8% above this industry median. Based on the distribution chart, Schroder UK Mid Cap Fund ranks #561 out of 1630 companies in the Asset Management industry, which is above the industry midpoint. Overall, Schroder UK Mid Cap Fund has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Schroder UK Mid Cap Fund's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder UK Mid Cap Fund ranks #561 out of 1630 companies for Equity-to-Asset. This puts Schroder UK Mid Cap Fund in the upper half of its industry. The industry median Equity-to-Asset is 0.83. Schroder UK Mid Cap Fund's value of 0.92 is 10.8% above this benchmark. Historically, Schroder UK Mid Cap Fund's own Equity-to-Asset has ranged from 0.86 to 1.00 over the past decade. While the company's 10-year median is 0.91 vs. the industry median of 0.83, Schroder UK Mid Cap Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,630 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schroder UK Mid Cap Fund's current Equity-to-Asset of 0.92 is 10.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Schroder UK Mid Cap Fund and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroder UK Mid Cap Fund's current Equity-to-Asset is 0.92, which is near median its own 10-year median of 0.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder UK Mid Cap Fund stock overvalued right now?
Schroder UK Mid Cap Fund (CHIX:SCPL) has a current Equity-to-Asset of 0.92. The current Equity-to-Asset is 0.92, which is near median its 10-year median of 0.91 and 10.8% above the Asset Management industry median of 0.83. Schroder UK Mid Cap Fund's overall GF Score™ is 37/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Schroder UK Mid Cap Fund (CHIX:SCPL), the current Equity-to-Asset is 0.92 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Schroder UK Mid Cap Fund PLC is a UK-based investment trust company. Its primary objective is to invest in mid-cap equities to provide a total return. The purpose is to create long-term shareholder value, in line with the investment objective. The company may use gearing within pre-agreed limits to enhance investment returns in rising markets.
37GF Score
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