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Alpha Equity

Targeting higher active equity returns

Visit the companies we invest in We use data insights to our advantage Decide where to invest (and what to avoid) Large global research team Why equities? We aim to identify mispricing at the single security level Significant investment expertise Source: Schroders WWW Years Illustrative example Performance (%) Index yield growth yield stream capital growth Equities have the potential to give you: 150+ investment professionals in 13 countries 17 ESG* specialists with 160+ years of experience 20+ data scientistswith 200+ yearsexperience 10,000+ companyvisits per year Source: Schroders. For illustrative purposes only Source: Schroders. 30 June 2019 *Environmental, Social and Governance (ESG) Potential excess return or “alpha” Why Alpha Equity? The aim of Alpha Equity funds Alpha Equity funds Why equities? We aim to identify mispricingat the single security level Significant investment expertise Source: Schroders 150+ investment professionals in 13 countries 17 ESG* specialists with 160+ years of experience 20+ data scientistswith 200+ yearsexperience 10,000+ companyvisits per year Source: Schroders. For illustrative purposes only Source: Schroders. 30 Juna 2019 *Environmental, Social and Governance (ESG) Why Alpha Equity? The aim of Alpha Equity funds Years Illustrative example Index Potential excess return or “alpha” Alpha Equity funds Performance (%) Decide where to invest (and what to avoid) Visit the companies we invest in We use data insights to our advantage WWW yield growth yield stream capital growth Equities have the potential to give you: Large global research team

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What are the risks?

Past performance is not a guide to future performance and may not be repeated.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of any overseas investments to rise or fall.

Important information: The views and opinions contained herein are those of the authors, and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. This webpage is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. Reliance should not be placed on the views and information in the webpage when taking individual investment and/or strategic decisions. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  The data contained in this webpage has been obtained from sources we consider to be reliable. No responsibility can be accepted for errors of fact and the data should be independently verified before further publication or use. The sectors shown are for illustrative purposes only and not to be considered a recommendation to buy or sell. Exchange rate changes may cause the value of any overseas investments to rise or fall. In North America, this content is issued by Schroder Investment Management North America Inc., an indirect wholly owned subsidiary of Schroders plc providing asset management products and services as a US SEC registered investment adviser and in the capacity of Portfolio Manager with the securities regulatory authorities in Canada. For all other users, this content is issued by Schroder Investment Management Limited, 31 Gresham Street, London, EC2V 7QA. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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