International Small Cap Equity

Investment Objective

Schroders International Small Companies strategy aims to outperform the S&P Europacific Small Cap Index by 2-3% p. a. (before fees) over a 3-year rolling cycle. 

Description

The strategy has a core investment style with a growth bias. The investment strategy uses a bottom-up, fundamental, research-based approach. The portfolio manager and analysts seek to identify those companies that have compelling business models, strong management teams, attractive valuation levels and favorable long-term growth prospects. The portfolio of approximately 200 stocks is diversified by region, country and type of company. It contains companies that typically exhibit solid return and growth characteristics, stronger than average balance sheets and cash flow attributes, and valuations broadly similar to or below those of the universe.

Management Team

Investment Philosophy

Investment Process

Key Features

Investment Options*