International Small Cap (Closed to New Investors)
Investment Objective
| Schroders' International Small Cap strategy aims to outperform the S&P/Citigroup Extended Market Europac Index over a 3-year rolling cycle. |
Key Features
- Bottom-up stock selection the primary source of added value
- Focus on companies’ long term growth prospects — approx. 3-year horizon
- Undervalued securities with catalyst for appreciation to fair value
- Portfolio of 200 – 250 stocks diversified by region, country and type of company
- Rigorous risk management at the security and country level
|
Investment Options
| Separate Accounts* and institutional-type vehicles* |
| * |
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. Investments in small capitalization companies generally carry greater risk than is customarily associated with larger capitalization companies, which may include, for example, less public information, more limited financial resources and product lines, greater volatility, higher risk of failure than larger companies, and less liquidity. |
