The Fund may use derivatives with the aim of achieving investment gains, reducing risk or managing the Fund more efficiently. The Fund may also invest in money market instruments and hold cash. Using proprietary fundamental and sustainability research, the strategy seeks to invest in stocks that are expected to deliver forward earnings growth ahead of the market’s expectations; in other words, stocks with a positive “growth gap”. The GSSs produce a fundamental risk score for all of the companies researched. Schroders Global Equity Alpha is a concentrated strategy which targets outperformance of 3.0% per annum (gross of fees) versus the benchmark.

Markets over reacting to short-term news flow. The fund invests at least two-thirds of its assets in a concentrated range of equities of companies worldwide. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Rather than looking at local market strength, the GSS team evaluates company strength relative to global sector dynamics. Sector and region weightings are calculated using only long position holdings of the portfolio. Diese große Fondsauswahl enthält umfassende Lösungen, um …

The investment team also uses a proprietary quant screen aligned to the team’s investment approach to highlight potential investment opportunities. ‘Alpha’ funds invest in companies in which the manager has a high conviction that the current share price does not reflect the future prospects for that business. Please read these terms and conditions carefully. SIMNA Inc. is an indirect wholly owned subsidiary of Schroders plc, a UK-based company. The material on this website is issued by Schroder Investment Management North America Inc. (“SIMNA Inc.”) and contains the views and opinions of the particular individuals and is for general information only and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide. The uncertainty and change of mainland China laws and regulations may adversely impact the fund. Schroder Secquaero (formerly Secquaero Advisors AG) is a Zurich-based, wholly owned subsidiary of Schroders plc, and provides non-discretionary advice to certain strategies, including Insurance-linked securities, marketed in North America. The GSSs build detailed earnings and cashflow models and conduct meetings with company management to develop their investment thesis and devise an earnings roadmap for each stock. Find out more details on how we use your information in our “Cookie Policy”. Our investment process is team-based and driven by proprietary bottom-up fundamental stock selection. This document does not purport to provide investment advice and the information contained in this newsletter is for informational purposes and not to engage in a trading activities. Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and markets certain investment vehicles for which SIMNA Inc. is an investment adviser. Der Fonds wurde 1968 gegründet und enthält rund 80 einzelne (Teil-)Fonds. It provides asset management products and services to clients in the United States and Canada. SFA previously served as the distributor of the Funds. Although SFA has been replaced by SIDCO as the distributor of the Funds, SFA continues to be involved in the distribution of shares of the Funds through an agreement with SIDCO, and SFA, SIMNA and their affiliates continue to provide shareholder services to the Funds. As the Fund is index-unconstrained it is managed without reference to an index. Schroders’ GSSs are the primary source of idea generation, focussing on the highest ranked stocks of our local analysts as well as ideas generated from their own analysis and insights.

‘Alpha’ funds invest in companies in which the manager has a high conviction that the current share price does not reflect the future prospects for that business. There can be no guarantee these strategies will be successful or that the investment objective can be achieved. The Schroder mutual funds (the “Funds”) are distributed by SEI Investments Distribution Co (“SIDCO”), a member of FINRA. Data delayed at least 15 minutes, as of Nov 12 2020. Step 3: Portfolio construction and risk control.