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Schroder Global Alpha Plus

Ranked 951 out of 3232 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Charles Somers

Charles Somers joined Schroders in 1998. Between 1998 and 2006 he was an analyst covering various sectors and spent time on a secondment in New York as a US equity analyst and fund manager. In 2006 he joined Intrinsic Value Investors before returning to Schroders in 2008 where he is now lead fund manager of the Schroder ISF Global Demographic Opportunities Fund and the global sector specialist for consumer sectors within the global and international equities team. Somers is a CFA charterholder and he enjoys music in his spare time.

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 through investment in equities and securities of companies worldwide. In order to achieve the objective the manager will invest in a select portfolio of securities which it believes offers potential for future growth and shall not be restricted by size, sector or region.

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

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 951/3232 Total Return
  • Rank 2847/3232 Standard Deviation
  • Rank 1126/3232 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 22.3% 5.8% 6.7% 4.6% 3.6%
2016 1.3% -4.8% -1.6% 8.4% -0.4%
2015 4.4% 4.9% 0.6% -7.4% 6.9%
2014 1.4% -1.8% 3.4% -1.3% 1.2%
2013 30.2% 8.3% 1.9% 9.5% 7.8%
2012 10.9% 12.7% -9.3% 5.7% 2.7%
2011 -14.0% 2.0% 0.7% -19.7% 4.3%
2010 13.7% 10.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/04/2010
  • Share Class size15Mn
  • Base currencyGBX
  • ISIN GB00B3KNN994

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

US elections are recipe for equity volatility, says top manager

Markets will move as Republicans and Democrats battle for the White House according to Schroders’ Virginie Maisonneuve.

Schroders' US large cap head departs

US large cap boss Jonathan Armitage has ended his 19 year spell with Schroders

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