Schroder International Selection Fund¹ QEP Global Core
An actively managed, quantitative global equity fund that combines the risk and low-cost benefits of index-based investing with the advantage of relative performance upside potential.1 Schroder International Selection Fund is referred to as Schroder ISF throughout this page.
Uncovering opportunities using a quantitative approach
By employing a quantitative framework, the team efficiently analyses over 15,000 companies within the investment universe, enabling the identification of attractive investment opportunities.
Limited index-relative risk
Top-down risks are carefully managed by applying index-relative limits on the weights of regions, sectors and stocks.
Diversification- potential to minimise stock specific risk
Investing in over 400 companies aims to reduce risk by spreading exposure across sectors and regions, which may help enhance return stability during market fluctuations.
Introducing Schroder ISF QEP Global Core
Schroder ISF QEP Global Core is a quantitative global equity fund with an active angle to its investment approach. The Fund aims to provide capital growth and income in excess of the MSCI World (Net TR) index after fees have been deducted over a three to five year period by investing in equity and equity-related securities of companies worldwide.
It offers a middle ground between “hands-off” passive and more traditional active investment management approaches. The objective of such investment strategies is to capture the equity risk premium in a way that avoids high relative volatility, whilst offering the potential for a more consistent return outcome over the market cycle.
Focused on value and quality whilst aiming to deliver long-term outperformance
Our research suggests that there is a long-term premium available to investors focused on valuations and business quality. We seek to exploit this opportunity through selection from the Fund's broad investment universe of over 15,000 stocks globally.
To find under-valued securities, the ‘value’ is analysed using a wide range of metrics, including dividends, cashflows, earnings and assets. Our ‘quality’ strategy involves analysing companies for profitability, stability, financial strength, governance and potential for structural growth.
25 years of QEP Global Core: Slow and steady wins the race
We explore how our Quantitative Equities Product (QEP) team has been able to find a middle ground between passive and traditional active equity approaches, to apply the principles of fundamental investing on an industrial scale with its QEP Global Core strategy.
Why Schroders?
Combining quantitative analysis with fundamental insights to navigate the disruption and volatility of equity markets
For over 25 years, the Schroders QEP Global Core Strategy has navigated market uncertainty with a highly diversified approach and stable performance. By combining quant-driven analysis with fundamental insights, we efficiently identify what we believe are the best investment opportunities.
Schroders’ equities business has US$300+ bn in assets under management that benefit from global research teams with local presence and knowledge. Our processes are backed by 10 years of using data science to help uncover investment opportunities that others cannot see.
Meet the manager
Lukas Kamblevicius
Co-Head of QEP Investment Team
Source: Schroders as at February 2025