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Global Alpha Equity

Product range

  • Overview
  • Equities
    • International Small Cap Equity
    • International Equity Alpha
    • International Diversified Equity
    • Global (ex-US) Value Equity
    • Global Alpha Equity
    • Global Alpha Plus Equity
    • Global Blend
    • Global Core
    • Global Emerging Market Equity
    • Global Small Cap
    • Global Climate Change
    • Global Value Equity
    • Global Quality Equity
    • US Large Cap
    • North American Equity
    • US Small Cap
    • US SMID Cap
  • Fixed Income
    • Global Bond
    • Global Credit
    • Global High Yield
    • US Core Fixed Income
    • US Core Plus Fixed Income
    • US Corporate Bond
    • US High Yield
    • Municipal Bond Strategy
  • Multi-Asset Solutions
    • Multi-Asset Growth Portfolio
    • Dynamic Inflation Portfolio
  • Alternatives
    • Commodities
    • Emerging Market Debt
    • Fund of Hedge Funds
  • Global Capabilities

Investment objective

We aim to outperform the MSCI World Index by 3.5%-4.5% (gross of fees) per annum. Stock selection is the primary source of adding value. Country and sector weights are generally a residual of our bottom up stock selection process, combined with the appropriate risk-control overlay.

Key features

Integrated Global Equity Approach

  • Locally based research is viewed in a global context and stock selection is based on Schroders "best in class" based on our best ideas
  • Schroders' analysts typically conduct over 12,000 company contacts each year Experienced Investment Team
  • Fundamental research is generated by over 70 locally based equity analysts located in 11 countries
  • Experienced global specialists work closely with local equity analysts
  • Eleven-strong specialist team is based in London and average 16 years of experience Robust Portfolio Construction
  • We focus on bottom-up stock selection to drive added value

Investment options

  • Separate accounts*

Quick links

  • Composite factsheet

  • Strategy overview

Investment risks: All investments involve risks including the risk of possible loss of principal. The market value of the portfolio may decline as a result of a number of factors, including interest rate risk, credit risk, inflation/deflation risk, mortgage and asset-backed securities risk, U.S. Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk. Frequent trading of the portfolio may result in relatively high transaction costs and may result in taxable capital gains.

*These strategies are subject to the ability to meet investment minimums. Some strategies may be offered only in offshore, private placement and/or discretionary accounts.

There can be no guarantee these strategies will be successful.

  • About us
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                                                                    • Media relations
                                                                    • Product range
                                                                      • Overview
                                                                        • Equities
                                                                          • International Small Cap Equity
                                                                            • International Equity Alpha
                                                                              • International Diversified Equity
                                                                                • Global (ex-US) Value Equity
                                                                                  • Global Alpha Equity
                                                                                    • Global Alpha Plus Equity
                                                                                      • Global Blend
                                                                                        • Global Core
                                                                                          • Global Emerging Market Equity
                                                                                            • Global Small Cap
                                                                                              • Global Climate Change
                                                                                                • Global Value Equity
                                                                                                  • Global Quality Equity
                                                                                                    • US Large Cap
                                                                                                      • North American Equity
                                                                                                        • US Small Cap
                                                                                                          • US SMID Cap
                                                                                                          • Fixed Income
                                                                                                            • Global Bond
                                                                                                              • Global Credit
                                                                                                                • Global High Yield
                                                                                                                  • US Core Fixed Income
                                                                                                                    • US Core Plus Fixed Income
                                                                                                                      • US Corporate Bond
                                                                                                                        • US High Yield
                                                                                                                          • Municipal Bond Strategy
                                                                                                                          • Multi-Asset Solutions
                                                                                                                            • Multi-Asset Growth Portfolio
                                                                                                                              • Dynamic Inflation Portfolio
                                                                                                                              • Alternatives
                                                                                                                                • Commodities
                                                                                                                                  • Emerging Market Debt
                                                                                                                                    • Fund of Hedge Funds
                                                                                                                                    • Global Capabilities
                                                                                                                                    • Product literature
                                                                                                                                      • Thought leadership
                                                                                                                                        • Overview
                                                                                                                                          • Asset class outlooks
                                                                                                                                            • Investment perspectives
                                                                                                                                            • Schroders in the news
                                                                                                                                              • Overview

                                                                                                                                              Please consider a fund's investment objectives, risks, charges and expenses carefully before investing. For a free Prospectus, which contains this and other information on any Schroders fund, visit www.schroderfunds.com, call your financial advisor or call (800) 464-3108. Read the prospectus carefully before investing.

                                                                                                                                              Schroder Investment Management North America Inc. ("SIMNA Inc.") is an investment advisor registered with the U.S. SEC. It provides asset management products and services to clients in the U.S. and Canada including Schroder Capital Funds (Delaware), Schroder Series Trust and Schroder Global Series Trust, investment companies registered with the SEC (the "Schroder Funds").

                                                                                                                                              Shares of the Schroder Funds are distributed by Schroder Fund Advisors LLC, a member of FINRA. SIMNA Inc. and Schroder Fund Advisors LLC are indirect, wholly-owned subsidiaries of Schroders plc, a UK public company with shares listed on the London Stock Exchange. Schroder Investment Management Ltd. is the UK based investment subsidiary of Schroders plc.

                                                                                                                                              © Copyright 2012 Schroder Investment Management North America Inc.
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