Global (ex-US) Active Value
Investment Objective
| Schroders' Global (ex-US) Active Value strategy aims to outperform the MSCI EAFE Index over a market cycle (3 – 5 years). |
Key Features
- Index-unconstrained approach to international stock investing
- Country and sector allocation result of bottom-up stock selection process
- Diversification across all countries, sectors and market caps
- Analyze 12,000 stocks daily using more than 40 investment criteria
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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. |
