EAFE Diversified (Growth)
Investment Objective
| Schroders’ EAFE Diversified (Growth) strategy aims to outperform the MSCI EAFE Index over a market cycle (3 years). |
Key Features
- 100– 150 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%)
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Investment Options
| Separate Accounts* and institutional-type vehicles* |
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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. |
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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. |
