Schroder ISF* EURO EquityReturns, risk & impact all matter. Mispriced opportunities exist to be exploited.
Timing is extremely difficult; that’s why the European equity team focus on identifying tomorrow’s winners with a blended investment approach. The team combines intellectual freedom with analytic rigour to deliver alpha, whilst also targeting a net positive impact on society and corporate behaviours relative to benchmark.
The European Equity team have no specific sector or style bias and are committed to stock specific risk being the key determinant of relative returns. The result is a focused, yet diversified solution which can outperform in different markets environments and has little commonality with market cap-weighted passive solutions.
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There are a multitude of contrasting factors for investors to consider. We believe returns can be generated by a diversified collection of businesses. Our blended solution has no systematic factor bias.
We aim to outperform the MSCI EMU index over a 3-to-5 year period. We also target a net positive impact on society and corporate behaviours relative to benchmark.
- Investment universe: The European Blend team focus their efforts on researching mid and large-sized companies listed in countries across developed Europe.
- Idea generation: Investment ideas can originate from both research analysts and fund managers. They may result from company meetings, ongoing company or industry research or from performance, growth and valuation discrepancies observed in quantitative screens.
- Fundaental analysis: The team then ask the same three questions of any company they choose to research in their investable universe and sustainability touches each question:
Meet the Manager
Schroder ISF* Euro Equity is managed by Fund Manager, Martin Skanberg. Martin is supported by the European Blend team, which includes two other fund managers and over ten European sector analysts to generate new investment ideas for the European Blend strategies and monitor the investment case of existing holdings
*Schroder International Selection Fund is referred to as Schroder ISF.
- Capital risk / distribution policy: As the fund intends to pay dividends regardless of its performance, a dividend may represent a return of part of the amount you invested
- 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: The fund may lose value as a result of movements in foreign exchange rates.
- Derivatives risk – efficient portfolio management: Derivatives 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.
- Higher volatility risk: The price of this fund may be volatile as it may take higher risks in search of higher rewards.
- IBOR risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the fund.
- 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.
- Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.
- Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.
- 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. Therefore, the fund may underperform other funds that do not apply similar criteria. The fund may invest in companies that do not reflect the beliefs and values of any particular investor.
For professional investors and advisers only. The material is not suitable for retail clients. We define "Professional Investors" as those who have the appropriate expertise and knowledge e.g. asset managers, distributors and financial intermediaries
This information is a marketing communication. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Information herein is believed to be reliable but we do not warrant its completeness or accuracy. Schroders has expressed its own views and opinions in this document and these may change. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. This document does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder International Selection Fund (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 Investment Management (Europe) S.A.
Issued in March 2023 by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales) is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998.