Global Equity Alpha
Investment Objective
Schroders Global Equity Alpha is a concentrated strategy which targets outperformance of 3.0% per annum (gross of fees) versus the benchmark.
Description
Schroders’ Global Equity Alpha strategy is focused on fundamental research, aimed at delivering strong outperformance over the longer term within the context of a risk management framework. We seek to invest in stocks that we expect to deliver forward earnings growth that will exceed the market’s expectations, i.e. stocks with a positive “growth gap”. We focus on only the very best investment ideas that are identified by Schroders’ team of locally based equity analysts and the global and international equities team of Portfolio Managers and Global Sector Specialists (GSS).
Investment Options*
- Canadian Trust
- Separate accounts
- Luxembourg Domiciled 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.
There can be no guarantee these strategies will be successful or that the investment objective can be achieved.
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 interest rate risk, credit risk, inflation/deflation risk, mortgage and asset-backed securities risk, U.S. Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk. Frequent trading of the portfolio may result in relatively high transaction costs and may result in taxable capital gains.