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Schroder Global Alpha Plus

Ranked 1382 out of 3198 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.

Simon Webber

Simon Webber joined Schroders in 1999 as a research analyst on the global technology team. In 2001 he became a US equity fund manager, specialising in technology and industrials. In 2002 he assumed analytical responsibilities for US telecoms, media & software sectors. Simon joined Schroders' gobal and international equities team in 2004, specialising in the consumer discretionary and telecom services sectors. In 2006, along with Matthew Franklin, he developed the Schroder Global Climate Change Equity Strategy, putting together a team and process to analyse global equity opportunities in the area. Prior to working at schroders Simon studied physics at Manchester University, and is also a CFA Charterholder. In his spare time Simon likes to unwind by playing a few rounds of golf.

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 : 30/09/2016 - 30/09/2017
  • Rank 1382/3198 Total Return
  • Rank 1098/3198 Standard Deviation
  • Rank 531/3198 Max Drawdown
Fund Name Currency Risk
1098 Schroder Global Alpha Plus A Acc USD

5.7

1098 Zurich USA A USD

5.7

1098 Dimensional World Equity GBP Acc USD

5.7

1098 UFF Liberty A USD

5.7

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 6.7% 4.6%
2016 1.3% -4.7% -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

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Alphabet Inc ORD 7.22
Citigroup Inc ORD 5.64
Comcast Corp ORD 5.30
UnitedHealth Group Inc ORD 4.88
Alibaba Group Holding Ltd DR 4.27
Bayer AG ORD 4.10
Reckitt Benckiser Group PLC ORD 4.02
Amazon.com Inc ORD 3.85
Danaher Corp ORD 3.62
Nestle SA ORD 3.56
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/04/2010
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN GB00B3KNN994

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

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).