Fundamentally
driven
Complementary Value and Quality drivers offer investors the potential for outperformance across a broad range of environments.
10NOV 2021
London, England, United Kingdom
10NOV 2021
London, England, United Kingdom
10NOV 2021
London, England, United Kingdom
Schroders’ QEP Investment Team employ intelligent portfolio construction based on innovative and forward-looking research to deliver a broad range of actively-managed solutions for investors.
Discover our comprehensive range of European equity strategies, from traditional equity investing, such as growth and value, to alternatives such as absolute return.
Schroders Institutional Investor Study analyses the investment perspectives of 750 global institutional investors on the investment landscape, private assets and sustainability.
Liquid alternatives can help to build robust portfolios fit to withstand a range of different market environments. Click here to learn about Schroders’ liquid alternatives offering.
Complementary Value and Quality drivers offer investors the potential for outperformance across a broad range of environments.
We aim to access the most attractive opportunities by looking beyond the index at a broad investment universe of over 15,000 stocks.
Disciplined and frequent adjustments mean that portfolios remain invested in the right opportunities at the right time.
We offer investors a comprehensive and innovative range of actively-managed solutions that cater for different return targets and risk appetites. For the product range brochure, click here.
Designed to offer investors the benefits of index investing from a risk and cost perspective but with the advantage of actively-managed outperformance.
+1% p.a. gross of fees, over a full market cycle, relative to the MSCI World (NDR)
This strategy is available as a segregated account or via a number of pooled vehicles, based in the UK, Luxembourg and Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in January 2000
Combines Value and Quality in an index-unconstrained portfolio designed to deliver higher returns across a broad range of market environments.
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
This strategy is available as a segregated account or via a number of pooled funds, based in the UK, Luxembourg, the US and Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in August 2008
Aims to generate outperformance by investing in the best Value and Quality stocks from global emerging markets.
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI Emerging Markets (NDR) or comparable index
This strategy is available as a segregated account or via a number of pooled funds, based in the UK, Luxembourg, the US and Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in March 2012
Focuses on Quality stocks, aiming to offer a more stable alternative to traditional growth-style investing.
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
This strategy is available as a segregated account or via pooled vehicles based in a Luxembourg or Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in October 2007
Designed to offer investors access to the higher returns associated with long-term investment in Value stocks.
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
This strategy is available as a segregated account or via a number of pooled funds, based in the UK, Luxembourg, the US and Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in October 2004
Aims to deliver higher returns by investing in the best Value stocks but with the ability to short Low Quality stocks to generate extra returns.
+5% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
This strategy is available as a segregated account or via a Luxembourg SICAV fund. Click below for more information about the SICAV or contact us for details of other vehicles.
Launched in July 2008
Launched in January 2000
Designed to offer investors the benefits of index investing from a risk and cost perspective but with the advantage of actively-managed outperformance.
+1% p.a. gross of fees, over a full market cycle, relative to the MSCI World (NDR)
This strategy is available as a segregated account or via a number of pooled vehicles, based in the UK, Luxembourg and Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in August 2008
Combines Value and Quality in an index-unconstrained portfolio designed to deliver higher returns across a broad range of market environments.
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
This strategy is available as a segregated account or via a number of pooled funds, based in the UK, Luxembourg, the US and Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in March 2012
Aims to generate outperformance by investing in the best Value and Quality stocks from global emerging markets.
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI Emerging Markets (NDR) or comparable index
This strategy is available as a segregated account or via a number of pooled funds, based in the UK, Luxembourg, the US and Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in October 2004
Focuses on Quality stocks, aiming to offer a more stable alternative to traditional growth-style investing.
Launched in October 2007
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
This strategy is available as a segregated account or via pooled vehicles based in a Luxembourg or Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in July 2008
Designed to offer investors access to the higher returns associated with long-term investment in Value stocks.
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
This strategy is available as a segregated account or via a number of pooled funds, based in the UK, Luxembourg, the US and Australia. Click below for more information about the Luxembourg SICAV fund or contact us for details of other vehicles.
Launched in July 2008
Aims to deliver higher returns by investing in the best Value stocks but with the ability to short Low Quality stocks to generate extra returns.
+5% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
This strategy is available as a segregated account or via a Luxembourg SICAV fund. Click below for more information about the SICAV or contact us for details of other vehicles.
Two key drivers of long-term equity returns, which outperform at different stages of the market cycle.
We build highly diversified portfolios – typically invested in over 500 stocks – and are able to rebalance portfolios as opportunities evolve.
Our highly experienced fund managers guide portfolio construction and constantly seek ways to enhance the process and capture future opportunities.
The QEP Investment Team was established in 1996 and has managed money since 2000. The team is led by Justin Abercrombie and is supported by a highly experienced team of senior investors. It consists of 28 members based in London, Sydney, New York and Hong Kong.
Justin Abercrombie, David Philpotts, Stephen Langford.
Justin Abercrombie, David Philpotts, Stephen Langford.
Source: Schroders, team as at 31 October, assets as at 30 September 2016.
Justin Abercrombie
Head of QEP Investment Team
Overview
Lead fund manager on all of the team’s global equity strategies. Founding member of the QEP team.
Qualifications
BSc in Business Economics from the University of Reading and an MSc (distinction) in Econometrics from London Metropolitan University.
David Philpotts
Head of Research
Overview
Based in Sydney, David started his career at the Bank of England as an Econometrician.
Qualifications
Holds a BSc (first class) and MSc (distinction) in Economics, University of Warwick.
Stephen Langford
Senior Analyst and Portfolio Manager
Overview
Stephen's investment career began at Quaestor Investment Management.
Qualifications
Holds a BSc (Hons) in Chemistry and Molecular Physics from the University of Nottingham, and a DPhil in Chemical Physics from the University of Oxford. Stephan is a CFA charterholder.
Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.
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