Regional & Overseas Equities
The Schroder Global Recovery Fund applies a disciplined value investment approach, seeking to invest in a select portfolio of securities that are significantly undervalued relative to their long-term earnings potential.
The fund invests in companies worldwide that have classic recovery characteristics. Companies trade on low multiples of recovered profits, but where long-term prospects are believed to be good. Its major strength is the disciplined focus on buying out-of-favour companies at all stages in the investment cycle. While valuation-driven philosophies may fall in and out of favour, over longer time periods this investment style has shown the potential to deliver higher returns.
The Schroder Global Emerging Markets Fund provides exposure to a range of developing countries around the world characterised by a stronger growth potential than mature economies. These emerging countries provide the opportunity for premium returns although with higher risks relative to developed countries. The investable universe is commonly defined by the MSCI Emerging Markets Index.
The Schroder Asia Pacific Fund is actively managed, investing in a broad range of quality stocks across the Asia Pacific region excluding Japan and Australia. Investors can benefit from Schroders’ regional exposure, significant on the ground portfolio management and analysts based across multiple countries, recognising diverse cultural and language barriers and being locally present. This enables great understanding of market fundamentals and leads to successful investing with comprehensive risk control.
QEP Global Equities Funds
The high growth opportunities across the world can be hard to access, particularly when global equities need to be constantly researched and held in risk controlled portfolios. The Schroder Sustainable Global Core Fund is a highly diversified fund with access to over 12,000 ESG-rated stocks while applying the discipline of enhanced index investing. It offers the advantage of investing in stocks on the basis of both attractive valuation and business quality characteristics. The combination of these characteristics, which tend to outperform at different stages of the economic cycle, offers investors the potential for outperformance across a broad range of market environments.
With both hedged and unhedged options available, the Schroder Global Value Funds use an actively managed, index unconstrained, highly diversified global equity strategy that invests on the basis of company valuations from an exceptionally broad universe and aims to deliver higher long-run returns above global equity indices. The underlying foreign currency exposure of the hedged option is minimised through currency hedges.
With both hedged and unhedged options available, the Schroder Global Sustainable Equity Fund is an actively managed, index unconstrained, highly diversified global equity strategy that invests on the basis of both attractive valuations and business quality and aims to deliver investment returns across a broad range of market environments. The underlying foreign currency exposure of the hedged option is minimised through currency hedges.
The Schroder Emerging Markets Sustainable Fund offers exposure to emerging market equities through investing in stocks on the basis of both attractive valuations and business quality. The advantage of combining Value and Quality opportunities in a single portfolio is that while both strategies tend to outperform, through time they tend to deliver investment returns at different stages of the economic cycle, offering investors the potential for outperformance across a broad range of market environments.