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Alpha Equity

Targeting higher active equity returns

Introduction
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Alpha Equity

In a climate of lower interest rates, many investors need funds in their portfolio that have the potential to deliver higher performance over time. Relying solely on the returns from index-tracking or passive funds may not help you achieve your investment goals. We believe taking an active investment approach is essential to generate the higher returns many need.

Visit the companies we invest in We use data insights to our advantage Decide where to invest (and what to avoid) Large global research team 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: 150+ investment professionals in 13 countries 17 ESG* specialists with 160+ years of experience 20+ data scientistswith 200+ yearsexperience 10,000+ companyvisits 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 mispricingat the single security level Significant investment expertise Source: Schroders 150+ investment professionals in 13 countries 17 ESG* specialists with 160+ years of experience 20+ data scientistswith 200+ yearsexperience 10,000+ companyvisits 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: Large global research team  Visit the companies we invest in We use data insights to our advantage Decide where to invest (and what to avoid) Large global research team 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: 150+ investment professionals in 13 countries 17 ESG* specialists with 160+ years of experience 20 data scientistswith 200+ yearsexperience 10,000+ companyvisits 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 mispricingat the single security level Significant investment expertise Source: Schroders 150+ investment professionals in 13 countries 17 ESG* specialists with 160+ years of experience 20 data scientistswith 200+ yearsexperience 10,000+ companyvisits per year