US Large Cap

Investment objective

US Large Cap aims to outperform the S&P 500 by 2% p.a. (gross of fees) over a market cycle (typically 3-5 years).

Key features

Defined investment philosophy with a focus on improving cash flows and improving returns on invested capital
Active stock picks; not beta bets
Long term focus and consistent performance with risk control
Low tracking error versus benchmark

Investment options

Separate accounts*
Institutional-type vehicles*

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Composite factsheet

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

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.

US Large Cap

Product range

Investment objective

Key features

Investment options

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