QEP Global Blend

Investment Objective

The QEP Global Blend strategy seeks to produce a long run return of +3% per annum (gross of fees) above the MSCI All Country World Index or comparable global benchmarks, measured over a full market cycle.


Schroder QEP Global Blend is an index-unconstrained strategy designed to deliver higher long-run returns than the market. Analyzing a universe of over 15,000 companies, the team constructs a highly diversified portfolio typically containing over 500 stocks.

Stock selection for this strategy is grounded in the analysis of company fundamentals indicating Value and Quality. The advantage of investing in both Value and Quality is that, while both tend to outperform over time, they deliver their returns at different stages of the economic cycle, creating the potential for outperformance across a broad range of market environments.

We believe that intelligent portfolio construction can greatly enhance the ability to generate repeatable long-run returns. We reduce stock specific risk by building a highly diversified portfolio, but with conviction in every single stock. Recognizing the limitations of market cap-weighted indices, we take an index-unconstrained approach which enables us to invest wherever we find the best Value or Quality opportunities and to capitalize upon those which may be missed by other managers, including those at the lower end of the market cap spectrum and across emerging markets.

Investment Options*

  • Separate Accounts
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    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.

    **The MSCI World 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 match the performance of its benchmark.

    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.

    Active Share is a measure of the percentage of stock holdings in a portfolio that differ from the benchmark index.

    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.