Schroders QEP Global Emerging Markets fund marks its first anniversary
Schroder ISF QEP Global Emerging Markets celebrates its first year anniversary having returned 4.8% compared with a return of 1.7%for MSCI Emerging Markets (outperformance of 3.1%) since launch.
Schroder ISF1 QEP Global Emerging Markets celebrates its first year anniversary having returned 4.8%2 compared with a return of 1.7% for MSCI Emerging Markets (outperformance of 3.1%) since launch3. Assets under management in the strategy now exceed $800 million ($100 million in the Luxembourg fund and an additional $700million across a number of segregated institutional accounts)4
Justin Abercrombie, Head of QEP Investment, comments:
“The launch of the emerging markets fund last year always felt like a very natural next step for the team and the strong performance of the fund in the first year is very promising. We had been investing in emerging markets through our global equity strategies since 2004 and have a well established track record of adding value through emerging market stock selection. This dedicated fund has enabled us to draw from and build on this existing knowledge and experience in a dedicated emerging markets fund.”
Drawing on insights developed through the management of their established Global Value and Quality strategies, the QEP Investment Team analyses a broad investment universe of over 4,000 emerging market stocks across more than 20 countries to build a highly diversified, high conviction all-cap portfolio.
John Troiano, Head of Global Institutional, comments:
“We have continued to see rising demand for emerging market exposure from institutional clients. Justin and his team already have a strong reputation in the global equity space so this latest addition to the QEP suite has been very well-received by clients. In applying their unique and proven investment process to a pure emerging markets fund they are offering a well-differentiated and scalable option for investors looking to exploit the growth potential of the developing world.”
The QEP Investment Team was established in 1996 and currently manages in excess of $30 billion5 across its innovative range of global equity strategies on behalf of institutional and intermediary clients worldwide.
1 Schroders ISF refers to Schroder International Selection Fund.
2 Source: Schroders, as at 31st March 2013. USD denominated A share class, net of fees.
3 Source: Morningstar, as at 31st March 2013.
4 Source: Schroders, as at 31st March 2013.
5 Source: Schroders, as at 31st December 2012.
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