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Fundamental Equities

EAFE Alpha (Growth)

Investment Objective
Schroders' EAFE Alpha (Growth) strategy aims to significantly outperform the MSCI EAFE Index over a market cycle (3 years).

Key Features
  • 40 – 60 best international ideas
  • Quality growth companies with sustainable competitive advantage
  • Bottom-up stock selection the primary source of added value
  • Portfolio construction based on fundamental research and proprietary risk management tools
  • Opportunistic emerging market exposure (0 – 20%)

Investment Options
Separate Accounts*, Sub-advisory*, Institutional-type vehicles*, and Mutual Fund.


* 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.
  Investment Risks: All investments, domestic and foreign, 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 adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions. Investing overseas involves special risks including among others, risks related to political or economic instability, foreign currency (such as exchange, valuation, and fluctuation) risk, market entry or exit restrictions, illiquidity and taxation. Emerging markets pose greater risks than investments in developed markets.




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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 Inc., a member of the FINRA. SIMNA, Inc. and Schroder Fund Advisors Inc. 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.

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