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Alpha Equity

Targeting higher active equity returns

Introduction
Infographic
Insights

Seeking higher returns

In a climate of lower interest rates, investors need funds in their portfolio that have the potential to deliver higher performance. Relying solely on the returns from index-tracking or passive funds is unlikely to help our clients achieve their investment goals.

Get active

We believe an active investment approach is essential to generate the higher returns needed. Using this approach, and applying insight in choosing underlying investments, gives fund managers the ability to grow money faster than an index. They are also better placed to preserve clients’ cash when economic conditions deteriorate, as they can actively avoid certain stocks and sectors, unlike a passive fund.

A strong background in active management

Schroders has a strong history of producing equity products that aim to do one thing: outperform. Our success is built on the ability to empower, enable and inspire our talented investment specialists to be amongst the best in the industry. 

Broad growth offering

Globally we have a wide range of actively managed equity products designed to grow our 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 different 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

Please note: not all products are available in every market.

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

Schroders has expressed its own views and opinions and these may change. This material is intended to be for information purposes only and is not intended as promotional material in any respect. 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. Reliance should not be placed on the views and information in this webpage when taking individual investment and/or strategic decisions. All investments involve risks including the risk of possible loss of principal. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. Reliance should not be placed on the views and information in this webpage when taking individual investment and/or strategic decisions. Some information quoted was obtained from external sources we consider to be reliable. No responsibility can be accepted for errors of fact obtained from third parties, and this data may change with market conditions. This does not exclude any duty or liability that Schroders has to its customers under any regulatory system. Regions/sectors shown for illustrative purposes only and should not be viewed as a recommendation to buy/sell. The opinions in this webpage include some forecasted views. We believe we are basing our expectations and beliefs on reasonable assumptions within the bounds of what we currently know. However, there is no guarantee than any forecasts or opinions will be realised. These views and opinions may change.

 

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Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.




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