Potential for outperformance
Active management offers the potential of outperformance by dynamically adapting to market changes and uncovering the best opportunities, rather than simply tracking an index.
Diversification
Active ETFs can enhance diversification beyond traditional passive core building blocks, aiming for more balanced portfolios.
Flexibility
Active ETFs offer real-time pricing and daily holding transparency, enabling investors to stay informed about their investments while enjoying the liquidity associated with traditional ETFs.
Active ETFs: A growing investment choice
Active ETFs can help meet evolving investor preferences through offering strategies that aim to exceed benchmark performance while enjoying the transparency and ease of access provided by ETF structures.
Given this hybrid benefit, active ETFs have seen strong recent growth in the European market. In 2024 active ETFs inflows tripled to €19.1 billion and now account for 7.7% of total ETF flows, up from 4.6% in 20231. This upward trend is expected to continue2, fuelled by the ongoing necessity for active investment management to help navigate increasingly uncertain markets.
1Morningstar Direct, 31 December 2024. 2Broadridge, April 2025.
Schroder Global Equity Active UCITS ETF
An actively managed, quantitative global equity fund that combines the risk and low-cost benefits of index-based investing with the advantage of relative performance upside potential.
Key features ³
Investment policy: The fund is actively managed and invests at least two-thirds of its assets in a diversified portfolio of equity and equity related securities of companies worldwide. The fund's exposure to emerging markets will not exceed 20% of net assets.
Benchmark: MSCI World
Number of holdings: > 400 stocks
Total expense ratio: 25 bps⁴
London Stock Exchange | SIX Swiss Exchange | (XETRA) Deutsche Borse | Borsa Italiana | ISIN | Fund Currency | Hedged | |
SAGE (USD) | SAEG (GBP) | SAGE (CHF) | SAHE (EUR) | SAGE (EUR) | IE000BNLRWE6 | USD | N |
Benchmark: The fund's performance should be assessed against its benchmark, being the MSCI World (Net TR) Index.
³Internal guidelines – for information purposes only.
⁴ For further information regarding the costs and charges associated with your investment, please consult the funds’ offering documents and annual report.
Why are people looking beyond traditional passive and active funds for global equities?
Global markets face increasing volatility and geopolitical shifts that may present challenges for index funds. Discover how enhanced index strategies aim to offer a middle ground, seeking to combine market exposure with active management techniques. Watch Lukas Kamblevicius, co-head of QEP Investment team and lead manager of Schroder Global Equity Active UCITS ETF, explain this established approach.
Schroder Global Investment Grade Corporate Bond Active UCITS ETF
A pure bottom-up global investment grade credit strategy that looks for mismatches between market price and fair value.
Key features ⁵
Investment policy: The fund is actively managed and invests at least two-thirds of its assets in fixed and floating rate securities denominated in various currencies and issued by governments, government agencies, supra-nationals and companies worldwide. The fund's exposure to emerging markets will not exceed 20% of net assets.
Benchmark: Bloomberg Global Aggregate Corporate
Number of holdings: 100-150
Total expense ratio: 25 bps⁶
London Stock Exchange | SIX Swiss Exchange | (XETRA) Deutsche Borse | Borsa Italiana | ISIN | Fund Currency | Hedged |
SGIG (USD) | IE000FGFJT15 | USD | N | |||
SGIB (GBP) | IE000AVUROO8 | USD | Hedged | |||
SGIC (CHF) | IE0003L6OAY1 | USD | Hedged | |||
SICE (EUR) | SICE (EUR) | IE0002U1PIC8 | USD | Hedged |
Benchmark: The fund's performance should be assessed against its target benchmark being to exceed the Bloomberg Global Aggregate Corporates USD hedged.
⁵Internal guidelines – for information purposes only.
⁶For further information regarding the costs and charges associated with your investment, please consult the funds’ offering documents and annual report.
How would a hybrid approach help investors in a volatile bond market?
With 30% of bond pricing factors potentially overlooked by markets, hybrid strategies seek to identify mispricing opportunities. Watch Julien Houdain, Head of Global Unconstrained Fixed Income and lead manager of Schroder Global Investment Grade Corporate Bond Active UCITS ETF, explain this approach that combines systematic tools with fundamental research to seek meaningful outperformance.
Why Schroders for active ETFs?
At Schroders, we’ve navigated social and economic change for over 220 years.
Underpinning this longevity has been the ability to meet clients’ needs through innovative and relevant solutions that deliver excellent long-term investment opportunities.
We believe that active ETFs continue this tradition through providing an innovative vehicle for clients to access our proven investment capabilities. This includes deep asset class expertise, exceptional talent and an efficient global operating platform.
Our approach to active ETFs is no different to our other offerings and is built around delivering consistent, long-term growth for our clients. By focusing on the intrinsic value and potential of investments, we endeavour to provide resilient, long-term returns despite market fluctuations.
Learn more about active ETFs and our strategies
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Important information
Important information: Your capital is at risk when investing. Past performance is not a guide to future performance and may not be repeated. Please refer to the full list of risk considerations for each fund, available in the respective fund centre link.
The MSCI World (Net TR) index was used by Schroder Investment Management Limited as the reference universe for selection of the companies used as the basis for the Schroder ETFs ICAV – Schroder Global Equity Active UCITS ETF. MSCI does not in any way sponsor, support, promote or endorse the Schroder ETFs ICAV – Schroder Global Equity Active UCITS ETF. MSCI was not and is not involved in any way in the creation, calculation, maintenance, or review of the Schroder ETFs ICAV – Schroder Global Equity Active UCITS ETF. The MSCI World (Net TR) index was provided on an “as is” basis. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating the MSCI World (Net TR) Index (collectively, the “MSCI Parties”) expressly disclaim all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose). Without limiting any of the foregoing, in no event shall any of the MSCI Parties have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages in connection with the MSCI World (Net TR) Index or the Schroder ETFs ICAV – Schroder Global Equity Active UCITS ETF.