Schroder International Selection Fund¹ QEP Global Core
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.1 Schroder International Selection Fund is referred to as Schroder ISF throughout this page.
Uncovering opportunities using a quantitative approach
By employing a quantitative framework, the team efficiently analyses over 15,000 companies within the investment universe, enabling the identification of attractive investment opportunities.
Limited index-relative risk
Top-down-risker hanteras noggrant genom att tillämpa indexrelativa gränser på vikterna av regioner, sektorer och aktier.
Diversification- potential to minimise stock specific risk
Investing in over 400 companies aims to reduce risk by spreading exposure across sectors and regions, which may help enhance return stability during market fluctuations.
Introduktion av Schroder QEP Global
Schroder QEP Global Core Fund är en aktivt förvaltad, kvantitativ global aktiefond som syftar till att leverera kapitaltillväxt och intäkter över MSCI World (Net TR)-indexet efter avgifter över tre till fem år, genom att investera i globala aktiepapper. Den balanserar passiv och aktiv förvaltning och strävar efter att fånga aktieriskpremien samtidigt som volatiliteten minimeras för konsekvent avkastning.
Följ med Lukas Kamblevicius och David Philpotts när de diskuterar fonden, dess investeringsprocess och varför Schroders för en förbättrad indexstrategi för globala aktier.
Focused on value and quality whilst aiming to deliver long-term outperformance
Our research suggests that there is a long-term premium available to investors focused on valuations and business quality. We seek to exploit this opportunity through selection from the strategies broad investment universe of over 15,000 stocks globally.
To find under-valued securities, the ‘value’ is analysed using a wide range of metrics, including dividends, cashflows, earnings and assets. Our ‘quality’ strategy involves analysing companies for profitability, stability, financial strength, governance and potential for structural growth.
Why Schroders?
Combining quantitative analysis with fundamental insights to navigate the disruption and volatility of equity markets
For over 25 years, Schroders' QEP Global Core strategy has navigated market uncertainty with a highly diversified approach and stable performance. By combining quant-driven analysis with fundamental insights, we efficiently identify what we believe are the best investment opportunities.
Schroders’ equities business has US$300+ bn in assets under management that benefit from global research teams with local presence and knowledge. Our processes are backed by 10 years of using data science to help uncover investment opportunities that others cannot see.
Meet the manager
If you would like to find out more about Schroder ISF QEP Global Core
Important information
Risk considerations
Counterparty risk: The fund may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the fund may be lost in part or in whole.
Currency risk: The fund may lose value as a result of movements in foreign exchange rates, otherwise known as currency rates.
Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.
IBOR risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference interest rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the fund.
Liquidity risk: In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares, meaning investors may not be able to have immediate access to their holdings.
Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.
Operational risk : Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.
Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.
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Important information :
This webpage does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder Investment Fund Company (the "Company"). Nothing in this document should be construed as advice and is therefore not a recommendation to buy or sell shares. Subscriptions for shares of the Company can only be made on the basis of its latest Key Investor Information Document and prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Unit Trusts Limited.
Subscriptions for fund units can only be made on the basis of its latest Key Investor Information Document and Prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies are available in English and can be obtained, free of charge, from Schroder Unit Trusts Limited.
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. The views and opinions contained herein are those of Schroders and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.
Issued in July 2023 by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registration No 4191730 England. Authorised and regulated by the Financial Conduct Authority. For your security, communications may be taped or monitored.