Schroders launches European Equites Total Return Fund
Schroders announces the launch of Schroder ISF1 European Total Return, a European equity product that aims to offer investors access to long-term capital growth while using derivatives and other instruments to lower the targeted volatility of those returns.
The fund, which is launching on 7 March, will be managed by Nicholette MacDonald-Brown, Senior Portfolio Manager on the European Equities team. She will seek to achieve returns through fundamental stock selection (40 to 60 stocks) but with lower volatility by adjusting the fund’s exposure to the market through the tactical use of cash, futures and derivatives. Nicholette will be supported by a team of dedicated stock pickers with a strong track record of delivering alpha over the long term (the flagship team based pan-European Fund, Schroder ISF European Large Cap, has returned 48.4% against the benchmark 44.6% over three years2 ).
Rory Bateman, Head of European Equities, commented:
“Given the volatility across European markets, we have seen increasing demand for a European equities product with the ability to limit non-stock specific risk. This product offers a solution as it enables investors to retain exposure to our successful fundamental stock picking track record within a fund that will have the ability to utilise a variety of instruments to lower the overall volatility of those returns.”
1 Schroder International Selection Fund is referred to as Schroder ISF
2 Schroders factsheet: Schroder ISF European Large Cap cumulative performance versus MSCI Europe (A Acc as at 31 January 2012)
Nicholette MacDonald-Brown, Senior Portfolio Manager, also commented:
“At its heart this is a stock picking fund which also gives us the ability to alter our exposure to the market. Over the cycle we are looking to deliver returns in excess of the broader European market whilst targeting a degree of protection against significant short-term fluctuations in markets.”
For further information, please contact:
Georgina Robertson, International PR, Schroders+44 (0)20 7658 6168
Lauren Stewart, UK Intermediary PR, Schroders +44 (0)20 7658 2589
Notes to Editors
For trade press only.
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Schroders is a global asset management company with £182.2bn (€211.6 billion, $283.9 billion) under management as at 30 September, 2011. Our clients are major financial institutions including pension funds, banks and insurance companies, local and public authorities, governments, charities, high net worth individuals and retail investors.
With one of the largest networks of offices of any dedicated asset management company, we operate from 32 offices in 25 countries across Europe, the Americas, Asia and the Middle East. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
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