Schroder UK Mid Cap Fund (LSE:SCP) 5-Year Yield-on-Cost %: 4.40 (As of Jul. 22, 2026) — 11% Above Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:SCP Schroder UK Mid Cap Fund PLC LSE:SCP
37 GF Score
Price £7.32
! 6 Warning Signs
View Full Analysis

What is Schroder UK Mid Cap Fund 5-Year Yield-on-Cost %?

Schroder UK Mid Cap Fund LSE:SCP +1.10% 37 5-Year Yield-on-Cost % is 4.40 as of Jul. 22, 2026, which is 11% above its 10-year median of 3.97. GuruFocus rates LSE:SCP with a GF Score™ of 37/100. The stock has 6 warning signs investors should review. Among 1,116 Asset Management companies, Schroder UK Mid Cap Fund ranks worse than 68.01% on this metric.

Schroder UK Mid Cap Fund's yield on cost for the quarter that ended in Mar. 2026 was 4.40.


The historical rank and industry rank for Schroder UK Mid Cap Fund's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:SCP' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.51   Med: 3.97   Max: 6.72
Current: 4.4


During the past 13 years, Schroder UK Mid Cap Fund's highest Yield on Cost was 6.72. The lowest was 2.51. And the median was 3.97.


LSE:SCP's 5-Year Yield-on-Cost % is ranked worse than
68.01% of 1116 companies
in the Asset Management industry
Industry Median: 6.445 vs LSE:SCP: 4.40

Schroder UK Mid Cap Fund  (LSE:SCP) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Schroder UK Mid Cap Fund 5-Year Yield-on-Cost % Related Terms


LSE:SCP vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Schroder UK Mid Cap Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Schroder UK Mid Cap Fund's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Schroder UK Mid Cap Fund's 5-Year Yield-on-Cost % falls into.


LSE:SCP
37GF Score
Schroder UK Mid Cap Fund PLC LSE:SCP
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Schroder UK Mid Cap Fund 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Schroder UK Mid Cap Fund is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 4.40 mean?
Schroder UK Mid Cap Fund (LSE:SCP) has a 5-Year Yield-on-Cost % of 4.40 as of Jul. 22, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Schroder UK Mid Cap Fund and its competitors. This is 11% above median its historical median of 3.97. Over the past decade, Schroder UK Mid Cap Fund's 5-Year Yield-on-Cost % has ranged from 2.51 to 6.72. According to the industry distribution chart, Schroder UK Mid Cap Fund ranks #759 out of 1116 companies in the Asset Management industry, placing it in the top 68%.
Is Schroder UK Mid Cap Fund's 5-Year Yield-on-Cost % too high?
Schroder UK Mid Cap Fund's current 5-Year Yield-on-Cost % of 4.40 is 11% above median its 10-year median of 3.97. Over the past 10 years, this metric has ranged from a low of 2.51 to a high of 6.72. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Schroder UK Mid Cap Fund's value of 4.40 is 31.7% below this industry median. Based on the distribution chart, Schroder UK Mid Cap Fund ranks #759 out of 1116 companies in the Asset Management industry, which is below 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 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Schroder UK Mid Cap Fund ranks #759 out of 1116 companies for 5-Year Yield-on-Cost %. This places Schroder UK Mid Cap Fund in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. Schroder UK Mid Cap Fund's value of 4.40 is 31.7% below this benchmark. Historically, Schroder UK Mid Cap Fund's own 5-Year Yield-on-Cost % has ranged from 2.51 to 6.72 over the past decade. While the company's 10-year median is 3.97 vs. the industry median of 6.45, Schroder UK Mid Cap Fund has consistently been below 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,116 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schroder UK Mid Cap Fund's current 5-Year Yield-on-Cost % of 4.40 is 31.7% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Schroder UK Mid Cap Fund and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroder UK Mid Cap Fund's current 5-Year Yield-on-Cost % is 4.40, which is 11% above median its own 10-year median of 3.97. 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 (LSE:SCP) has a current 5-Year Yield-on-Cost % of 4.40. The current 5-Year Yield-on-Cost % is 4.40, which is 11% above median its 10-year median of 3.97 and 31.7% below the Asset Management industry median of 6.45. Schroder UK Mid Cap Fund's overall GF Score™ is 37/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Schroder UK Mid Cap Fund (LSE:SCP), the current 5-Year Yield-on-Cost % is 4.40 as of Jul. 22, 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 Business Description

Address 9 Haymarket Square, Edinburgh, GBR, EH3 8FY
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

Get the complete analysis for LSE:SCP

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£7.32
Price