Schroder Global Value Extension Fund

The Global Value Extension Fund is an active global equity strategy managed by the QEP Investment Team to generate long-term returns before fees in excess of traditional capitalisation weighted global equity indices by investing in a diversified portfolio of equity and equity related securities of companies worldwide. 

The Fund has the flexibility to go up to 150% Long attractively valued stocks while also being able to Short low Quality stocks up to 50%. Shorting low Quality is a return enhancing strategy which also acts as a fundamental diversifier for Value stocks. Adding a distinct and diversifying Short low Quality strategy creates greater potential flexibility to add value across different market environments while retaining a strategic bias towards high return Value investing.

Investment objective


Key Risks

Fund Features

How the Fund is managed