MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital growth in excess of its benchmark (after fees have been deducted) over a 3 to 5 year period by investing in equities of Asian smaller companies (excluding Japan) and in global emerging market smaller companies. The fund's benchmark is a blend of the MSCI Small Cap (Net Total Return) indices (Emerging Markets, Hong Kong, Singapore). The fund is actively managed and invests at least 80% of its assets in equities of small-sized Asian (excluding Japan) and global emerging market companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 30% by market capitalisation of the equities market in Asia and other emerging markets. The fund may also invest in small-sized companies headquartered in or quoted on developed markets if those companies derive a significant proportion of their revenues or profits in emerging markets. The small cap universe is an extensive, diverse and constantly changing area of Asian and other emerging markets. Smaller companies offer investors exposure to some niche growth areas that, often, cannot be accessed through large companies. They also tend to grow more rapidly than larger firms. The fund may also invest directly or indirectly in other securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash. The fund may use derivatives with the aim of achieving investment gains, reducing risk and managing the fund more efficiently.

Fund Managers

Matthew Dobbs

Matthew Dobbs joined Schroders in 1981 as an equity analyst, with secondments to both New York and Singapore. He has managed Asian equity portfolios since 1985, and the Schroder AsiaPacific Fund since its launch in 1995. He is currently based in Schroders' London office, and is a Director of Schroder Investment Management Limited. Matthew has a Degree in History and Economics.

Richard Sennitt

Richard Sennitt joined Schroders in 1993, initially as an Analyst on the Japanese Desk, before moving onto the Pacific Basin team at the start of 1997. Since then he has had a broad exposure to the emerging and developed Pacific markets as a regional Fund Manager managing money for UK and North American clients.