Schroder GAIA

A regulated, liquid and transparent way for clients to invest in hedge fund strategies within a UCITS framework. The platform combines the strength of Schroders (an experienced and established UCITS manager) and a select group of top quality hedge fund managers with proven track records.

Funds on the platform

Schroder GAIA Contour Tech Equity 
A low-net global equity long/short fund that invests predominantly in the Technology, Media and Telecoms (TMT) sector. The fund targets mis-priced opportunities, seeking to deliver positive returns in all market conditions while limiting downside risk.

Schroder GAIA Two Sigma Diversified
A US equity market neutral and global systematic macro trading strategy that aims to deliver uncorrelated alpha with controlled volatility across a wide range of market environments. The strategy's philosophy is based on a combination of utilising vast data, world-class computing power and the expertise of over 600 modellers and engineers.

(This fund is currently closed for new subscriptions however to the extent that capacity becomes available new subscriptions will be considered. To the extent you wish to subscribe in the Fund, when there is available capacity, please contact Schroder Investment Management (Luxembourg) S.A. who can explain the process and your name can be added to a waiting list which will be considered on a “first come first served” basis.)

Schroder GAIA Indus PacifiChoice 
A long/short pan-Asian equity fund combining bottom-up stock selection with macro awareness in order to deliver high risk-adjusted returns while preserving capital during difficult market periods.

Schroder GAIA BlueTrend is a trend following strategy that invests across a broad range of markets, including equities, bonds, commodities, interest rates and currencies. The fund aims to generate long-term net returns of 10-15%* per annum in any market environment.

*Please note performance is a target and is not guaranteed

Schroder GAIA Paulson Merger Arbitrage
Managed by John Paulson, Schroder GAIA Paulson Merger Arbitrage can help investors generate above average returns with low volatility and limited market correlation.

Schroder GAIA Sirios US Equity
A fundamental equity long short UCITS fund, with an emphasis on capital preservation in down markets. The fund focuses on mid to large cap equities, primarily in the US, with allocations in Europe and Asia. 

Schroder GAIA Egerton Equity
A fundamental equity long/short strategy investing predominantly in large cap equities with a global focus. 

(This fund is currently closed for new subscriptions however to the extent that capacity becomes available new subscriptions will be considered. To the extent you wish to subscribe in the Fund, when there is available capacity, please contact Schroder Investment Management (Luxembourg) S.A. who can explain the process and your name can be added to a waiting list which will be considered on a “first come first served” basis.)

What are the risks?

  • The capital may be subject to circumstances and periods where returns could be negative. Therefore the capital is not guaranteed and may decrease.
  • Investments denominated in a currency other than that of the share-class may not be hedged. The market movements between those currencies will impact the share-class.
  • Investments in small companies can be difficult to sell quickly which may affect the value of the fund and, in extreme market conditions, its ability to meet redemption requests upon demand.
  • Emerging markets will generally be subject to greater political, legal, counterparty and operational risk.
  • The fund may hold indirect short exposure in anticipation of a decline of prices of these exposures or increase of interest rate.
  • The fund enters into financial derivative transactions. If the counterparty were to default, the unrealised profit on the transaction and the market exposure may be lost.
  • Changes in China's political, legal, economic or tax policies could cause losses or higher costs for the fund.