Global Small Cap Equity
Investment Objective
Schroders Global Small Cap aims to outperform the S&P Developed Small Caps Index* by 200-300 basis points (before fees) per annum over three-year rolling cycles. We seek to add value primarily through stock selection and secondarily through regional allocation.
Description
Schroders Global Small Cap product provides active management that seeks to identify the best investment opportunities in global equity markets. The Team believes that successful investment in smaller companies requires a separate and strategic allocation and should be managed by a dedicated and focused team. The Team also believes that small companies can provide potentially superior returns over the long term and, as such, may be excellent complements to mainstream, larger-cap investments.
Investment Options*
- Separate Accounts
- Commingled Vehicle
Learn More
To find out more about this strategy, email our team at canada@schroders.com.
Investment Disclosures
*The strategies listed include those which may be subject to the ability to meet investment minimums and other specific criteria, and may not be directly available to U.S. investors.
**Index: The MSCI ACWI ex US Index (the benchmark) is an unmanaged portfolio of equity securities used as a point of comparison for the strategy. No strategy can guarantee that its performance will exceed or match the performance of its benchmark.
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.
There can be no guarantee these strategies will be successful or that the investment objective can be achieved.