Search
/en/sysglobalassets/global-assets/capabilities/high-alpha20equity20wthie.svg

Alpha Equity

Targeting higher active equity returns

Introduction
Infographic
Insights

Seeking higher returns

In a climate of lower interest rates, investors need funds in their portfolio that have the potential to deliver higher performance. Relying solely on the returns from index-tracking or passive funds is unlikely to help our clients achieve their investment goals.

Get active

We believe an active investment approach is essential to generate the higher returns needed. Using this approach, and applying insight in choosing underlying investments, gives fund managers the ability to grow money faster than an index. They are also better placed to preserve clients’ cash when economic conditions deteriorate, as they can actively avoid certain stocks and sectors, unlike a passive fund.

A strong background in active management

Schroders has a strong history of producing equity products that aim to do one thing: outperform. Our success is built on the ability to empower, enable and inspire our talented investment specialists to be amongst the best in the industry. 

Broad growth offering

Globally we have a wide range of actively managed equity products designed to grow our clients' money. From funds that can invest anywhere in the world to those focused on specific countries or investment themes, there are options to help meet different investment goals.

Featured funds

Below is a selection of our funds that are relevant to this strategic capability.

Schroder China Equity Alpha Fund 

Explore all Strategic Capabilities

Important Information
Any security(s) mentioned above is for illustrative purpose only, not a recommendation to invest or divest.
This material is intended to be for information purposes only and it is not intended as promotional material in any respect. 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. Opinions stated are matters of judgment, which may change. Information herein is 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. Exchange rate changes may cause the value of the overseas investments to rise or fall. For risks associated with investment in securities in emerging and less developed markets, please refer to the relevant offering document.
The information contained in this material is provided for information purpose only and does not constitute any solicitation and offering of investment products. Potential investors should be aware that such investments involve market risk and should be regarded as long-term investments.
Derivatives carry a high degree of risk and should only be considered by sophisticated investors.
This material, including the website, has not been reviewed by the SFC. Issued by Schroder Investment Management (Hong Kong) Limited.

Topics:

Contact Us

Level 33, Two Pacific Place,
88 Queensway,
Hong Kong
(852) 25211633
Online enquiry: Please complete the web form below and
we will reply as soon as possible.
Contact us

The investments mentioned in this website may not be suitable to all investors. The information contained in this website is provided for reference only and does not constitute any investment advice. Investors are advised to seek independent advice before making any investment decision. Past performance is not indicative of future performance. Investment involves risk and investors may not get back the amount originally invested. Please read the relevant offering document carefully, in particular fund features and the risks involved in investing in the fund.

Schroder Investment Management (Hong Kong) Limited is regulated by the SFC. Non-Hong Kong residents are responsible for observing all applicable laws and regulations of their relevant jurisdictions before proceeding to access the information contained herein.

The website (excluding Schroder Provident Fund related pages) has not been reviewed by the SFC. Issued by Schroder Investment Management (Hong Kong) Limited.

This site is optimised for viewing with IE11 or Chrome. IE 8 or below version is not applicable so you may update your IE browser or use Chrome to ensure that the web pages operate smoothly.

© Copyright 2020 Schroder Investment Management (Hong Kong) Limited.

Important Note

The Funds contained herein, namely Schroder International Selection Fund, Schroder Asian Asset Income Fund, Schroder China Asset Income Fund, Schroder China Equity Alpha Fund, Schroder Balanced Investment Fund, Schroder Growth Fund, Schroder Stable Growth Fund, Schroder Capital Stable Fund, Schroder Hong Kong Money Market Fund and Schroder US Dollar Money Fund are distinguished by their respective specific investment policies or any other specific features. These funds may, directly or indirectly through underlying funds, invest primarily in equities, debt securities (including bonds), money market instruments, financial derivative instruments (FDI) or a combination of these. Some of these funds are money market funds which invest in a range of deposits, commercial papers and money market instruments.

  • In respect of the distribution units for some funds, the distribution rate is not guaranteed. Distribution yield is not indicative of the return of the funds. Distribution may be paid from capital of the fund which represents and amounts to a return or withdrawal of part of the amount you originally invested or capital gains attributable to that and may result in an immediate decrease in the value of units.
  • Some funds with investment in denominated in currencies other than the funds’ base currency may be subject to currency and exchange risk. Transaction costs would be involved in conversion to/from Renminbi (RMB) for non-RMB based investors when investing in RMB share classes. Some funds have limited Renminbi (RMB) denominated underlying investments. RMB is currently not freely convertible. There is no assurance that RMB will not be subject to devaluation.
  • For funds with hedged share classes, expenses arising from hedging transactions may be significant and will be borne by the relevant hedged classes. This may preclude such investors to benefit from an increase in the value of the fund’s base currency.
  • Schroder China Equity Alpha Fund is subject to QFII regulations including rules on investment restrictions, minimum investment holding period and repatriation and remittance of principal and profits. The uncertainty and change of mainland China laws and regulations may adversely impact the fund. The fund could be adversely affected by the restrictions on or the delays in the repatriation of funds.
  • Some funds may use derivatives extensively for investment purposes (with a net leverage exposure of over 100%). Derivatives exposure may involve higher counterparty, liquidity and valuation risks. In adverse situations, some funds may suffer significant losses from their derivative usage for hedging.  
  • Some funds invest in debt securities which may be subject to interest rate, credit and counterparty risks. Some funds invest in unrated and non-investment grade securities which are exposed to greater credit risks.
  • Some funds may invest in mortgage related and other asset backed securities that may be subject to interest rate, credit, valuation and liquidity risks.
  • Some funds invest in concentrated region/sector and subjects to higher level of risks than a fund investing in a more diversified portfolio/strategy.
  • Some funds may invest in emerging markets which are subject to political and economic, legal and regulatory, market and settlement, execution and counterparty and currency risks.
  • Investment in money market fund is not in the nature of a deposit in a bank account and is neither guaranteed nor protected. Investors may subject to loss.

You should not make any investment decision solely based on this document. Please read the relevant offering document carefully for further fund details including risk factors.

The website (excluding Schroder Provident Fund related pages) has not been reviewed by the SFC. Issued by Schroder Investment Management (Hong Kong) Limited.

We use cookies to help improve your experience with this website.  By using this site, you agree that we may store and access cookies on your device. Cookies are small text files, downloaded onto your device, that tell us which pages you’ve visited, when and what your technology preferences are. To find out more about the cookies that we use, their purpose and how you can manage them, please visit: How we use Cookies.