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Quantitative Equities

North American Core

Investment Objective
Schroders' North American Core portfolios aims to outperform above the client's preferred benchmark — typically this strategy is managed against the FTSE AW North American Index.

Key Features
  • Diversification across strategies, stocks and industries
  • No style bias – seeks outperformance in all market environments
  • Rigorous application of sophisticated statistical techniques – investment decisions based on hard evidence
  • Analyze 5,000+ stocks daily using more than 40 investment criteria

Investment Options
Mutual Fund


  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 adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions.




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.

© Copyright 2008 Schroder Investment Management North America Inc.

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