Schroder QEP Global Core Fund
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.
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 the Schroder QEP Global Core Fund
The Schroder QEP Global Core Fund is an actively managed, quantitative global equity fund aimed at delivering capital growth and income above the MSCI World (Net TR) index after fees over three to five years, by investing in global equity securities. It balances passive and active management, striving to capture the equity risk premium while minimising volatility for consistent returns.
Join Lukas Kamblevicius and David Philpotts as they discuss the fund, its investment process, and why Schroders for an enhanced index approach to global equities.
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.
Why now for global equity investments?
Lukas Kamblevicius, Co-Head of the QEP Investment Team, discusses the significance of adopting an active investment approach in global equities in today's market environment
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
If you would like to know more about Schroder QEP Global Core Fund
Risk Considerations
- Higher volatility risk: The price of this fund may be more volatile as it may take higher risks in search of higher rewards, meaning the price may go up and down to a greater extent.
- Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.
- China risk: If the fund invests in the China Interbank Bond Market via the Bond Connect or in China "A" shares via the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect or in shares listed on the STAR Board or the ChiNext, this may involve clearing and settlement, regulatory, operational and counterparty risks. If the fund invests in onshore renminbi-denominated securities, currency control decisions made by the Chinese government could affect the value of the fund's investments and could cause the fund to defer or suspend redemptions of its shares.
- Counterparty risk: The fund may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the fund may be lost in part or in whole.
- Currency risk: .f the fund’s investments are denominated in currencies different to the fund’s base currency, the fund may lose value as a result of movements in foreign exchange rates, otherwise known as currency rates. If the investor holds a share class in a different currency to the base currency of the fund, investors may be exposed to losses as a result of movements in currency rates.
- Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.
- Emerging markets & frontier risk: Emerging markets, and especially frontier markets, generally carry greater political, legal, counterparty, operational and liquidity risk than developed markets.
- Liquidity risk: In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares, meaning investors may not be able to have immediate access to their holdings.
- Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.
- Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.
- Sustainability risk: The fund has environmental and/or social characteristics. This means it may have limited exposure to some companies, industries or sectors and may forego certain investment opportunities, or dispose of certain holdings, that do not align with its sustainability criteria chosen by the investment manager. The fund may invest in companies that do not reflect the beliefs and values of any particular investor.
- Distribution Costs: The level of distribution costs in certain jurisdictions may impact the ability of the investment manager to meet the fund’s investment objective across all share classes after fees have been deducted.
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Important information:
This webpage does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder Investment Fund Company (the "Company"). Nothing in this document should be construed as advice and is therefore not a recommendation to buy or sell shares. Subscriptions for shares of the Company can only be made on the basis of its latest Key Investor Information Document and prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Unit Trusts Limited.
Subscriptions for fund units can only be made on the basis of its latest Key Investor Information Document and Prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies are available in English and can be obtained, free of charge, from Schroder Unit Trusts Limited.
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. The views and opinions contained herein are those of Schroders and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.
Issued in February 2025 by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registration No 4191730 England. Authorised and regulated by the Financial Conduct Authority. For your security, communications may be taped or monitored.