Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Schroder ISF Global Equity Alpha

Ranked 120 out of 352 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Alex Tedder

Alex Tedder is head of global equities at Schroders Investment Management based in London. He joined the firm from American Century Investments in New York, where he was senior vice president and senior portfolio manager. Alex initially joined Schroders in 1990 working in UK and Germany, where he was responsible for promoting European equity mandates. He graduated from the University of Fribourg, Switzerland with an MA in Economics.

Objective

To provide capital growth primarily through investment in equity and equity related securities of companies worldwide. In order to achieve the objective the Investment Manager will invest in a select portfolio of securities, which it believes offer the best potential for future growth. The fund invests in a concentrated number of stocks, with the aim of delivering strong returns over the long term. We focus on only our very best investment ideas, namely companies that demonstrate characteristics such as solid medium-term growth prospects, compelling stock valuations and management quality.

Showing fund performance in Netherlands View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0%
2017 9.3% 5.2% -1.5% 1.9% 3.5%
2016 4.1% -8.5% 2.3% 3.6% 7.4%
2015 10.1% 16.1% -4.2% -9.7% 9.6%
2014 15.0% -1.1% 5.1% 4.7% 5.7%
2013 18.7% 8.8% 0.7% 2.4% 5.7%
2012 13.7% 10.2% -2.1% 6.8% -1.3%
2011 -12.4% -3.6% -4.2% -13.0% 9.0%
2010 19.3% 7.0% -2.5% 3.5% 10.5%
2009 42.4% -1.7% 21.4% 10.7% 7.8%
2008 -40.0% -16.7% -0.7% -8.9% -20.4%
2007 -2.2% 0.3% 7.0% -4.8% -4.2%
2006 7.4% 5.2% -6.8% 5.2% 4.1%
2005 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Croatia
  5. Czech Republic
  6. Denmark
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Hong Kong
  13. Hungary
  14. Iceland
  15. Italy
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Poland
  21. Portugal
  22. Romania
  23. Singapore
  24. South Africa
  25. Spain
  26. Sweden
  27. Switzerland
  28. United Kingdom

Fund Info

  • Launch date29/07/2005
  • Share Class size1,129Mn
  • Base currencyUSD
  • ISIN LU0225283273

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5

Related News

Set sights on ‘self-help’ stocks, says Schroders’ global equity head

Alex Tedder believes investors should focus on companies in beaten-up areas making solid efforts to improve their fortunes for 2016.

Rate hikes biggest risk for QE-bloated stocks says Maisonneuve

Borrowing costs for companies have become too cheap to be sustainable, says Schroders' global head of equities Virginie Maisonneuve.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).