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Global Small Cap

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    • International Small Cap Equity
    • International Alpha
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    • International Multi-Cap Value
    • Global Alpha Equity
    • Global Alpha Plus Equity
    • Global Blend
    • Global Core
    • Emerging Market Equity
    • Global Small Cap
    • Global Climate Change
    • Global Value Equity
    • Global Quality Equity
    • US Large Cap
    • North American Equity
    • US Opportunities
    • US Small and Mid Cap Opportunities
  • Fixed income
    • Global Bond
    • Global Credit
    • Global High Yield
    • US Core Fixed Income
    • US Total Return
    • US Corporate Bond
    • US High Yield
    • US Ultra Short Term Municipal Bond
    • US Short Term Municipal Bond
    • US Intermediate Municipal Bond
  • Multi-Asset Investments
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  • Global capabilities

Investment objective

Global Small Cap aims to outperform the S&P/Citigroup Extended Market World Index by 200-300 basis points per annum over three-year rolling cycles. We seek to add value primarily through stock selection and secondarily through regional allocation.

Key features

Superior growth prospects of small companies

  • Smaller companies often have higher prospects for growth relative to large companies, due to the fact they are in the early stages of their growth trajectory
  • Small companies are generally under-researched and, as such, an information advantage can be gained from thorough fundamental research

Robust investment process

  • Regional portfolio managers are responsible for stock selection within their particular region and are closely integrated with their respective research teams
  • An experienced international portfolio manager works closely with the regional portfolio managers to ensure an optimal portfolio in terms of regional asset allocation and risk profile

Investment options

  • Separate account*
  • Institutional-type vehicles*

Quick links

  • Strategy overview

*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.

There can be no guarantee these strategies will be successful.

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 volatility of the municipal bond market, interest rate risk, credit risk, and inflation/deflation risk. The portfolio may invest up to 20% of its net assets in taxable municipal bonds, which are substantially similar to municipal bonds except that the interest from taxable municipal bonds is not exempt from federal income tax and may also be subject to federal AMT. Some investors may be subject to state and/or local taxes. For more information consult your tax advisor.

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                                                                    • Product range
                                                                      • Overview
                                                                        • Equities
                                                                          • International Small Cap Equity
                                                                            • International Alpha
                                                                              • International Diversified Equity
                                                                                • International Multi-Cap Value
                                                                                  • Global Alpha Equity
                                                                                    • Global Alpha Plus Equity
                                                                                      • Global Blend
                                                                                        • Global Core
                                                                                          • Emerging Market Equity
                                                                                            • Global Small Cap
                                                                                              • Global Climate Change
                                                                                                • Global Value Equity
                                                                                                  • Global Quality Equity
                                                                                                    • US Large Cap
                                                                                                      • North American Equity
                                                                                                        • US Opportunities
                                                                                                          • US Small and Mid Cap Opportunities
                                                                                                          • Fixed income
                                                                                                            • Global Bond
                                                                                                              • Global Credit
                                                                                                                • Global High Yield
                                                                                                                  • US Core Fixed Income
                                                                                                                    • US Total Return
                                                                                                                      • US Corporate Bond
                                                                                                                        • US High Yield
                                                                                                                          • US Ultra Short Term Municipal Bond
                                                                                                                            • US Short Term Municipal Bond
                                                                                                                              • US Intermediate Municipal Bond
                                                                                                                              • Multi-Asset Investments
                                                                                                                                • Alternatives
                                                                                                                                  • Commodities
                                                                                                                                    • Emerging Market Debt
                                                                                                                                      • Fund of Hedge Funds
                                                                                                                                      • Global capabilities
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                                                                                                                                                  Please consider a fund's investment objectives, risks, charges and expenses carefully before investing. For a free Prospectus, which contains this and other information on any Schroders fund, visit www.schroderfunds.com, call your financial advisor or call (800) 464-3108. Read the prospectus carefully before investing.

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