Global Alpha Plus

Investment Objective

Schroders Global Alpha Plus is a concentrated strategy which targets outperformance of 5.0% per annum (gross of fees), against the benchmark. 


Schroders Global Alpha Plus captures the Global and International Equity Team’s highest conviction stock ideas to construct a portfolio of 30 ‘best ideas’. The strategy is focused on fundamental research, aimed at delivering strong outperformance relative to the benchmark over the longer term within the context of a risk management framework. We seek to invest in stocks that we expect to deliver forward earnings growth that will exceed the market's expectations i.e. stocks with a positive 'growth gap'. The strategy is benchmark unaware, with no formal regional or sector constraints.

Management Team

Investment Philosophy

Investment Process

Key Features

Investment Options*