Emerging Markets Equity Alpha

Investment Objective

The Schroder Emerging Markets Equity Alpha strategy aims to provide exposure to a concentrated, style agnostic portfolio of high conviction stock ideas in emerging and frontier markets. The objective of the strategy is to provide capital growth by investing in equities of companies in emerging and frontier market countries worldwide and to outperform the MSCI Emerging Markets Index (Net TR), although this cannot be guaranteed.


  • Aims to provide capital growth by investing in Schroders Emerging Market Equities Team’s highest conviction stock ideas in emerging and frontier markets
  • Bottom-up and style agnostic approach
  • Concentrated portfolio of 40-60 stocks
  • Consensus required from both named portfolio managers
  • Rigorous and proactive risk management, including tracking
    error target and a stock stop-loss review policy*

*This is not guaranteed and may be temporarily
suspended during periods of market volatility.

Investment Options*

  • Canadian Trust
  • Separate accounts
  • Luxembourg Domicilied Fund

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.

Schroder Investment Management North America Inc. (“SIMNA”) is an SEC registered investment adviser providing asset management products and services to clients in the US and in Canada, NRD Number 12130. Registered as a Portfolio Manager in Canada with the securities regulatory authorities in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec and Saskatchewan.  Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and as an Exempt Market Dealer with the securities regulatory authorities in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan.SFA markets certain investment vehicles for which other Schroders entities are investment advisers. 

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

Schroders Capital is the private markets investment division of Schroders plc.Schroders Capital Management (US) Inc. (‘Schroders Capital US’) is registered as an investment adviser with the US Securities and Exchange Commission (SEC).It provides asset management products and services to clients in the United States and Canada.For more information, visit www.schroderscapital.com

SIMNA, SFA and Schroders Capital are wholly owned subsidiaries of Schroders plc.