Schroder QEP Global Core Eq I Acc


Fund Info

  • Yield History1.79%
  • 3 Year sharpe1.14
  • 3 Year alpha-0.56
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.29%
  • SectorGlobal
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB0007661191

Investment Strategy

The fund aims to provide capital growth and income. At least 8% of the fund will be invested in shares of companies worldwide with no bias to any particular industry or size company. Global Core takes the benchmark as its starting point with the fund manager investing in lots of small positions. This means that the funds returns are delivered with a level of risk that is closely tied to that of the benchmark. Our views on the factors that contribute to share price returns are fed into a model which allows us to analyse over 15, compa nies on a daily basis. We are then able to build a highly diversified portfolio of over 5 companies minimising the risk that perfor mance of a single stock could significantly affect the performance of the overall fund.