Schroder Global Value Fund Wholesale Class
About this Fund
|FUND MANAGER||Schroders Investment Management Australia|
|ASSET CLASS||GLOBAL EQUITIES|
|INVESTMENT STYLE||The Fund invests in a diversified portfolio of equity and equity related securities of companies worldwide excluding Australia using a Value based investment strategy.|
|INVESTMENT PROFILE||The Fund seeks to generate long-term returns before fees in excess of traditional capitalisation weighted global equity indices.|
|BENCHMARK||MSCI All Country World ex-Australia|
|FUND SIZE||MSCI All Country World ex-Australia|
|NO. OF HOLDINGS||500+|
Benefits of investing in the Schroder Global Value Fund
The benefits of investing in the Fund include:
For investors who seek higher returns over the medium to long term and are prepared to accept high volatility in returns including negative returns over the short term.
About the Fund
The Schroder Global Value Fund is an index unconstrained global equity strategy that aims to generate long-term returns before fees in excess of traditional capitalisation weighted global equity indices by investing in a diversified portfolio of equity and equity related securities
of companies worldwide (excluding Australia) using a Value based investment strategy. Returns provide diversification benefits to typical global equity benchmarks and other global equity managers.
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.
Some of the key features of the Fund include:
How we invest your money
The Fund may invest across a wide range of global assets including but not limited to equities, cash and cash equivalents, property trusts, exchange traded funds, futures, currency derivatives, options and listed equity market derivatives.
Asset classes and investment ranges