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.
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
If you would like to find out more about Schroder ISF QEP Global Core
Disclaimers
¹Any reference to sectors/countries/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.
Past performance is not a guide to future performance and may not be repeated. This advertisement has not been reviewed by the Monetary Authority of Singapore. This is prepared by Schroders for information and general circulation only and the opinions expressed are subject to change without notice. It does not constitute an offer or solicitation to deal in units of any Schroders fund (the “Fund”) and does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this. Investors may wish to seek advice from a financial adviser before purchasing units of any Fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the Fund in question is suitable for him. Past performance of the Fund or the manager, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the Fund or the manager. The value of units in the Fund, and the income accruing to the units, if any, from the Fund, may fall as well as rise. Investors should read the prospectus, available from Schroder Investment Management (Singapore) Ltd or its distributors, before deciding to subscribe for or purchase units in any Fund. Funds may carry a sales charge of up to 5%.