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Schroder European Alpha Plus

Ranked 33 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.

Objective

To provide capital growth through investment in European and other companies. The emphasis of the scheme is to invest in European companies. The scheme may also invest in companies headquartered or quoted outside Europe where those companies have material or critical operations within or derive significant business from Europe. Fixed interest securities may be included in the portfolio.

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

Performance

Europe Excluding UK over : 31/12/2016 - 31/12/2017
  • Rank 33/129 Total Return
  • Rank 27/129 Standard Deviation
  • Rank 6/129 Max Drawdown
Fund Name Currency Loss
4 Jupiter JGF European Feeder Z Acc EUR EUR

-1.7%

5 Waverton European Capital Growth L EUR Dis EUR

-1.7%

6 Liontrust European Enhanced Income I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

6 Schroder European Alpha Plus Acc EUR

-1.9%

8 Lazard European Equity Ret Inc EUR EUR

-2.0%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 14.5% 4.6% 4.4% 4.9% 0.0%
2016 7.4% -7.8% -1.9% 6.3% 11.7%
2015 17.5% 23.4% -0.2% -10.2% 6.3%
2014 -4.9% -0.3% 0.8% -1.8% -3.6%
2013 16.5% 7.0% -2.6% 4.9% 6.5%
2012 24.9% 11.8% -4.2% 12.9% 3.2%
2011 -11.9% 0.6% 0.3% -17.1% 5.3%
2010 17.8% 6.6% -4.1% 6.8% 7.9%
2009 28.7% -7.4% 18.2% 14.0% 3.1%
2008 -39.7% -12.3% -4.0% -9.9% -20.4%
2007 -1.2% 4.1% 3.1% -3.6% -4.4%
2006 32.1% 14.7% -2.2% 7.0% 10.1%
2005 24.6% 6.0% 4.5% 7.1% 5.0%
2004 24.9% 9.0% 5.9% 1.1% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/10/2003
  • Share Class size74Mn
  • Base currencyGBP
  • ISIN GB0033302877

Purchase Info

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

Charges

  • 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).