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Schroder European Alpha Inc A Acc

Ranked 62 out of 129 in - Europe Excluding UK over 12 months
All calculations are in EUR unless stated

Managed by

James Sym

James Sym joined Cazenove Capital in 2007. He is a member of the pan-European equity team with responsibility for Chemicals, Support Services, Household Goods, Personal Goods, Pharmaceuticals & Biotechnology and Telecommunication sector coverage. James manages the Schroder European Alpha and Alpha Plus funds. He graduated from St John's College, Cambridge University with a degree in Natural Sciences (Mineral Physics) and Management Studies and is a Chartered Financial Analyst. He has six years of investment experience.


The Fund aims to provide high income with some long-term capital growth through investment in equity and equity related securities of European companies. At least 80% of the Fund will be invested in a concentrated portfolio (typically between 30 and 50 holdings) of large or mid-sized companies listed, incorporated or headquartered in European countries or companies that derive a significant proportion of their revenues from their European business. Investment may also be made in other equity related transferable securities issued by these companies, such as preferred shares and convertible securities. The Fund may also invest in collective investment schemes, fixed interest securities, warrants, cash, deposits and money market instruments.

Showing fund performance globally. You can view performance in individual jurisdictions.


Europe Excluding UK over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 11.0% 4.7% 3.5% 3.6% -1.1%
2016 6.5% -7.8% -1.6% 5.4% 11.4%
2015 18.6% 23.4% -0.3% -9.5% 6.5%
2014 7.4% 11.6% 1.1% -2.5% -2.4%
2013 36.1% 5.0% 3.8% 15.4% 8.3%
2012 11.9% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/05/2012
  • Share Class size48Mn
  • Base currencyGBP
  • ISIN GB00B79FC312

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50


  • Annual management1.50%
  • Initial investment0

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