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Alpha Equity
Targeting higher active equity returns
Alpha Equity
Infographic
Insights
Visit the companies
we invest in
We use data insights
to our advantage
Decide where to invest
(and what to avoid)
L
a
r
g
e
g
l
o
b
a
l
r
e
s
e
a
r
c
h
t
e
a
m
Why equities?
We aim to identify mispricing at the single security level
Significant investment expertise
Source: Schroders
WWW
Years
Illustrative example
Performance (%)
Index
yield growth
yield stream
capital growth
Equities have the
potential to give you:
1
5
0+
investment
professionals in
13 countries
1
7
ESG
*
specialists
with 160+ years
of experience
2
0+
data scientists
with 200+ years
experience
1
0
,
00
0+
company
visits per year
Source: Schroders. For illustrative purposes only
Source: Schroders. 30 June 2019
*Environmental, Social and Governance (ESG)
Potential
excess return
or “alpha”
Why Alpha Equity?
The aim of Alpha Equity funds
Alpha Equity funds
Why equities?
We aim to identify mispricing
at the single security level
Significant investment expertise
Source: Schroders
1
5
0+
investment
professionals in
13 countries
1
7
ESG
*
specialists
with 160+ years
of experience
2
0+
data scientists
with 200+ years
experience
1
0
,
00
0+
company
visits per year
Source: Schroders. For illustrative purposes only
Source: Schroders. 30 June 2019
*Environmental, Social and Governance (ESG)
Why Alpha Equity?
The aim of Alpha Equity funds
Years
Illustrative example
Index
Potential
excess return
or “alpha”
Alpha Equity funds
Performance (%)
Decide where to invest
(and what to avoid)
Visit the companies
we invest in
We use data insights
to our advantage
WWW
yield growth
yield stream
capital growth
Equities have the
potential to give you:
L
a
r
g
e
g
l
o
b
a
l
re
s
e
a
r
c
h
t
e
a
m
Visit the companies
we invest in
We use data insights
to our advantage
Decide where to invest
(and what to avoid)
L
a
r
g
e
g
l
o
b
a
l
r
e
s
e
a
r
c
h
t
e
a
m
Why equities?
We aim to identify mispricing at the single security level
Significant investment expertise
Source: Schroders
WWW
Years
Illustrative example
Performance (%)
Index
yield growth
yield stream
capital growth
Equities have the
potential to give you:
1
5
0+
investment
professionals in
13 countries
1
7
ESG
*
specialists
with 160+ years
of experience
2
0
data scientists
with 200+ years
experience
1
0
,
00
0+
company
visits per year
Source: Schroders. For illustrative purposes only
Source: Schroders. 30 June 2019
*Environmental, Social and Governance (ESG)
Potential
excess return
or “alpha”
Why Alpha Equity?
The aim of Alpha Equity funds
Alpha Equity funds
Why equities?
We aim to identify mispricing
at the single security level
Significant investment expertise
Source: Schroders
1
5
0+
investment
professionals in
13 countries
1
7
ESG
*
specialists
with 160+ years
of experience
2
0
data scientists
with 200+ years
experience
1
0
,
00
0+
company
visits per year