The Schroder Sustainable Global Core Fund is a highly diversified global equity fund with the discipline of enhanced index investing. The Fund invests in stocks on the basis of both attractive valuations and business quality. The combination of Value and Quality strategies, which tend to outperform at different stages of the economic cycle, offers investors the potential for outperformance across a broad range of market environments. Currency exposure is typically unhedged, however currency derivatives may be used with equity index futures in managing cash flows or to manage active currency positions relative to global equity indices for risk management purposes.
Schroder Global Core Fund is an actively managed strategy designed to target outperformance of MSCI World ex Australia (pre fee) with limited index-relative risk. The QEP team analyses a global universe of over 15,000 companies to identify attractive opportunities, applying index relative constraints at the stock, sector and regional level in order to ensure effective diversification and manage risk. This strategy provides the benefits of index-based investing from a risk and cost perspective with the advantage of relative performance upside potential.