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Alpha Equity

Targeting higher active equity returns

Alpha Equity
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Insights

Actively pursuing clients’ goals

Relying solely on a passive approach to investing in equities may not meet your clients’ real-world investment goals. We believe that an active investment strategy can be better placed to generate the higher returns often needed in today’s low growth environment. 

Growth potential

By using insight and experience to decide what investments make it into a fund, active managers have the potential to grow money faster than an index. They are also better placed to preserve your clients’ capital when market conditions deteriorate, as they have the potential to avoid certain stocks and sectors, unlike a passive fund. An active manager may make a decision that results in less growth than the index and there is always the possibility that your client may not get back the amount originally invested.

Talented investment specialists

Our success in active equity fund management is built on the ability to empower and support our fund managers to be among the best in the industry. We welcome challenge, encourage diversity of thought and recognise that real investment insight is hard to come by.  

Developing an investment edge

We go the extra mile to gain an investment edge. Our global research platform and proprietary technology are the keys to our success. Our Data Insights Unit, which helps inform investment decisions through unique analysis of information, and our Environmental, Social and Governance (ESG) team together add a dimension unmatched by other fund managers.

Choices for growth

We have a wide range of actively managed equity products aiming to grow your clients’ money. From funds that can invest anywhere in the world to those focused on specific countries or investment themes, there are options to help meet a wide range of investment goals.

Featured funds

Below is a selection of our funds that are relevant to this strategic capability.

Schroder Wholesale Australian Equity Fund 

Schroder Equity Opportunities Fund 

Schroder Global Recovery Fund 

Explore all Strategic Capabilities

What are the risks?

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 amounts originally invested.  Exchange rate changes may cause the value of any overseas investments to rise or fall.

Important information: The views and opinions contained herein are those of the authors, and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. This webpage is intended to be for information purposes only. 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. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. Reliance should not be placed on the views and information in the webpage when taking individual investment and/or strategic decisions. 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 amounts originally invested.  The data contained in this webpage has been obtained from sources we consider to be reliable. No responsibility can be accepted for errors of fact and the data should be independently verified before further publication or use. The sectors shown are for illustrative purposes only and not to be considered a recommendation to buy or sell. Exchange rate changes may cause the value of any overseas investments to rise or fall. In North America, this content is issued by Schroder Investment Management North America Inc., an indirect wholly owned subsidiary of Schroders plc providing asset management products and services as a US SEC registered investment adviser and in the capacity of Portfolio Manager with the securities regulatory authorities in Canada. For all other users, this content is issued by Schroder Investment Management Limited, 31 Gresham Street, London, EC2V 7QA. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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