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 …
‘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.