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Alpha Equity

Targeting higher active equity returns

Actively seeking to match liabilities

Relying solely on a passive approach to investing may not meet real world savings goals or match liability objectives. Active management aims to deliver as the alpha component of overall return has become even more important in today’s low growth environment.

Risk mitigation

Ensuring that portfolio construction is deliberate, diversified and appropriately-scaled is key in the pursuit of consistent alpha. While outperformance may be achieved over short periods through over-reliance on a few stocks, or by focusing on a single sector, this approach does not always deliver higher returns. Long-term consistency can potentially be achieved through actively managing risk in portfolios.

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.

We are disciplined and follow process, but in a pragmatic, not dogmatic, way. We believe in the persistence of our investment advantage, but know that the world is constantly changing.

Developing an investment edge

We go the extra mile to gain an investment edge. Our global research platform and proprietary technology are crucial to our success. Our Data Insights Unit helps inform investment decisions through unique analysis of alternative data and the application of data science tools. Together with our Environmental, Social and Governance (ESG) team and its proprietary research tool, they add a dimension unmatched by other fund managers.

Choices for growth

We have a wide range of actively-managed equity strategies designed to deliver consistent levels of alpha. From those that can invest anywhere in the world, to strategies focused on specific countries or investment themes, there are options to help meet a wide range of investment requirements.

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

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

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This document is intended to be for information purposes only and it is not intended as promotional material in any respect nor is it to be construed as any solicitation and offering to buy or sell any investment products. The views and opinions contained herein are those of the author(s), and do not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. The material is not intended to provide, and should not be relied on for investment advice or recommendation. Any security(ies) mentioned above is for illustrative purpose only, not a recommendation to invest or divest. Opinions stated are valid as of the date of this document and are subject to change without notice. Information herein and information from third party are believed to be reliable, but Schroder Investment Management (Hong Kong) Limited does not warrant its completeness or accuracy.
Investment involves risks. Past performance and any forecasts are not necessarily a guide to future or likely performance. You should remember that the value of investments can go down as well as up and is not guaranteed. You may not get back the full amount invested. Derivatives carry a high degree of risk. Exchange rate changes may cause the value of the overseas investments to rise or fall. If investment returns are not denominated in HKD/USD, US/HK dollar-based investors are exposed to exchange rate fluctuations. Please refer to the relevant offering document including the risk factors for further details.
This material has not been reviewed by the SFC. Issued by Schroder Investment Management (Hong Kong) Limited.

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