MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital growth in excess of Standard & Poor’s 500 (Net Total Return) index (after fees have been deducted) over a 3 to 5 year period by investing in equities of companies in the United States and Canada. The fund is actively managed and invests at least 80% of its assets in equities of companies in the United States and Canada. The fund focuses on companies that have certain “Value” and/or “Quality” characteristics. "Value" is assessed by looking at indicators such as cash flows, dividends and earnings to identify securities which the investment manager believes are undervalued by the market. "Quality" is assessed by looking at indicators such as a company's profitability, stability and financial strength. The fund’s weight in a single sector will typically be within 3% and each security weighting within 0.75% of the above benchmark. 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 reducing risk or managing the fund more efficiently.

Fund Managers

Quantitative Equity Products Investment Team

Established in 1996 by Justin Abercrombie. Schroders’ QEP Investment Team has been managing money for clients since 2000 and has a proven performance track record across its innovative range of global equity strategies. With 25 experienced members of staff located in London and Sydney. As at March 2013, the team manages in excess of USD 34 billion for institutional clients, including pension funds, sovereign wealth funds and insurance companies, all over the world.