Equity alternatives can be used in a number of ways within a portfolio. Some strategies seek, for example, to take advantage of equity volatility by participating in market upswings while minimising downside risk. Others are independent of market direction, such as market-neutral strategies, which aim to limit overall risk while protecting return potential.
Equity Alternatives Fund Range
Schroder ISF European Equity Absolute Return
aims to deliver positive returns throughout the market cycle by investing in large or mid-cap companies across Europe and the UK.
Schroder ISF European Alpha Absolute Return
Schroder ISF European Alpha Absolute Return aims to deliver consistent returns in all market conditions, from rising and falling equity prices. The fund invests primarily in medium-sized European companies but may also invest in larger companies.
Schroder ARFCO European Absolute Target
Schroder ARFCO European Absolute Target is a long/short equity strategy that primarily invests in large and mid-sized pan-European companies. The fund seeks to take advantage of investment opportunities created by the fluctuations in economic activity in Europe.
Schroder ISF European Total Return
Schroder ISF European Total Return invests in European companies and aims to deliver low volatility, equity-like returns while providing downside protection.
Schroder ISF QEP Global Value Plus
Schroder ISF QEP Global Value Plus aims to deliver above-market returns over the long term, through maximised exposure to long-term value opportunities. The fund’s ability to short low quality stocks acts as a return driver.
Schroder GAIA QEP Global Absolute
Schroder GAIA QEP Global Absolute is an absolute return equity strategy that seeks to capture the most attractive opportunities across a universe of over 15,000 stocks to provide positive returns in all market conditions.
Schroder ISF Asian Total Return
Schroder ISF Asian Total Return aims to provide capital growth through investment in equity and equity-related securities of Asia Pacific companies. The fund also aims to offer a degree of capital preservation through the use of derivatives.
Schroder GAIA Egerton Equity
Schroder GAIA Egerton Equity is a long/short strategy investing in large-cap European and US companies. The fund aims to provide equity-type returns with less than equity-type risk.
Schroder GAIA Sirios US Equity
Schroder GAIA Sirios US Equity is an equity long/short strategy focused on mid to large-cap equities with an emphasis on capital preservation in down markets. The fund can invest opportunistically in fixed income for equity-type returns with lower risk during, or post, stressed environments.
Schroder GAIA Paulson Merger Arbitrage aims to generate above average returns with low volatility and limited market correlation. The fund takes advantage of the large market opportunity for merger arbitrage deals.