Schroder QEP US Core I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.41%
  • 3 Year sharpe0.64
  • 3 Year alpha-1.11
  • Distribution Typeincome
  • BenchmarkS&P 500 TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.33%
  • IA SectorNorth America
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB0007648230

Investment Strategy

The Fund’s aims to provide capital growth in excess of the Standard & Poor’s 500 (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies in the United States and Canada. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies in the United States and Canada.

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