Global Equities

QEP Global Equities Funds

Schroders’ QEP Investment Team

Schroder Global Core Fund

An actively managed, highly diversified global equity fund that provides the benefits of index-based investing from a risk and cost perspective with the advantage of relative performance upside potential across a broad range of market environments.

Schroder Global Value Fund

With both hedged and unhedged options available, the Schroder Global Value Funds use an actively managed, index unconstrained, highly diversified global equity strategy that invests on the basis of company valuations from an exceptionally broad universe and aims to deliver higher long-run returns above global equity indices. The underlying foreign currency exposure of the hedged option is minimised through currency hedges.

Schroder Global Value Extension Fund

The Global Value Extension Fund has the flexibility to go up to 150% Long attractively valued stocks while also being able to Short low Quality stocks up to 50%. Shorting low Quality is a return enhancing strategy which also acts as a fundamental diversifier for Value stocks. Adding a distinct and diversifying Short low Quality strategy creates greater potential flexibility to add value across different market environments while retaining a strategic bias towards high return Value investing.

Schroder Global Quality Fund

An actively managed, index unconstrained, highly diversified global equity fund that invests in quality stocks from an exceptionally broad universe and aims to deliver higher long-run returns above global equity indices but with lower relative downside risks.

Schroder Global Blend Fund

With both hedged and unhedged options available, the Schroder Global Blend Fund is an actively managed, index unconstrained, highly diversified global equity strategy that invests on the basis of both attractive valuations and business quality and aims to deliver investment returns across a broad range of market environments. The underlying foreign currency exposure of the hedged option is minimised through currency hedges.

Schroder QEP Emerging Markets Fund

The Schroder QEP Emerging Markets Fund offers exposure to emerging market equities through investing in stocks on the basis of both attractive valuations and business quality. The advantage of combining Value and Quality opportunities in a single portfolio is that while both strategies tend to outperform, through time they tend to deliver investment returns at different stages of the economic cycle, offering investors the potential for outperformance across a broad range of market environments.

Regional Global Equities Funds

Schroder Global Emerging Markets Fund

The Schroder Global Emerging Markets Fund provides exposure to a range of developing countries around the world characterised by a stronger growth potential than mature economies. These emerging countries provide the opportunity for premium returns although with higher risks relative to developed countries. The investable universe is commonly defined by the MSCI Emerging Markets Index. 

Schroder Asia Pacific Fund

The Schroder Asia Pacific Fund is actively managed, investing in a broad range of quality stocks across the Asia Pacific region excluding Japan and Australia. Investors can benefit from Schroders’ regional exposure, significant on the ground portfolio management and analysts based across multiple countries, recognising diverse cultural and language barriers and being locally present. This enables great understanding of market fundamentals and leads to successful investing with comprehensive risk control.