Fundamentally
driven
Complementary Value and Quality drivers offer investors the potential for outperformance across a broad range of environments.
16MAY 2022
Schroders' QEP Investment
Reasons to invest
Fundamentally
Exploiting breadth
of opportunity
We aim to access the most attractive opportunities by looking beyond the index at a broad investment universe of over 15,000 stocks.
A dynamic
investment approach
Disciplined and frequent adjustments mean that portfolios remain invested in the right opportunities at the right time.
The QEP range
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.
QEP Global Core
Description
Designed to offer investors the benefits of index investing from a risk and cost perspective but with the advantage of actively-managed outperformance.
Performance aim
+1% p.a. gross of fees, over a full market cycle, relative to the MSCI World (NDR)
Vehicles
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
QEP Global Blend
Description
Combines Value and Quality in an index-unconstrained portfolio designed to deliver higher returns across a broad range of market environments.
Performance aim
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
Vehicles
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
QEP Global Emerging Markets
Description
Aims to generate outperformance by investing in the best Value and Quality stocks from global emerging markets.
Performance aim
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI Emerging Markets (NDR) or comparable index
Vehicles
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
QEP Global Quality
Description
Focuses on Quality stocks, aiming to offer a more stable alternative to traditional growth-style investing.
Performance aim
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
Vehicles
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
QEP Global Value
Description
Designed to offer investors access to the higher returns associated with long-term investment in Value stocks.
Performance aim
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
Vehicles
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
QEP Global Value Plus
Description
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.
Performance aim
+5% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
Vehicles
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
Description
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.
Performance aim
+1% p.a. gross of fees, over a full market cycle, relative to the MSCI World (NDR)
Vehicles
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.
Sales aid Description
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.
Performance aim
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
Vehicles
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.
Description
Launched in March 2012
Aims to generate outperformance by investing in the best Value and Quality stocks from global emerging markets.
Performance aim
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI Emerging Markets (NDR) or comparable index
Vehicles
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.
Description
Launched in October 2004
Focuses on Quality stocks, aiming to offer a more stable alternative to traditional growth-style investing.
Performance aim
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
Vehicles
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.
Description
Launched in July 2008
Designed to offer investors access to the higher returns associated with long-term investment in Value stocks.
Performance aim
+3% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
Vehicles
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.
Description
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.
Performance aim
+5% p.a. gross of fees, over a full market cycle, relative to the MSCI AC World (NDR) or comparable index
Vehicles
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.
Our philosophy
A focus on
Value and Quality
Two key drivers of long-term equity returns, which outperform at different stages of the market cycle.
Intelligent portfolio construction
We build highly diversified portfolios – typically invested in over 500 stocks – and are able to rebalance portfolios as opportunities evolve.
The power of
human insight
Our highly experienced fund managers guide portfolio construction and constantly seek ways to enhance the process and capture future opportunities.
Meet the managers
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.
Established
in
in
1996
AUM
€36.5bn
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
Joined
Schroders
Schroders
1996
Investment
career
commenced
career
commenced
1993
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
Joined
Schroders
Schroders
1996
Investment
career
commenced
career
commenced
1990
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
Joined
Schroders
Schroders
2003
Investment
career
commenced
career
commenced
1999
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.
Further reading
Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.
Worldwide locations
For any further questions, please use our online contact form.
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Important information
Schroder Investment Management (Europe) S.A. was incorporated in January 1995 and provides central services to the European asset management activities of Schroders.
Past performance is not an indication of future performance. The value of the SICAV’s shares and the income they generate may fall as well as rise and investors may not recover the amount they invest. Exchange rate fluctuations may increase or decrease any investment in foreign currency. Taxes may change. All taxes mentioned are those currently in force. Their amount reflects the individual circumstances surrounding each individual’s investment. Any investment in emerging markets involves a high level of risk. The most recent prospectus and Key Investor Information Document must be read before making any investment in one or more of the funds mentioned on this site. The information on these pages does not form part of a contract and no contract shall be established on the basis of this information.
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Source: MSCI
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