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Schroders hands Euro equity fund to AA-rated manager

Schroders hands Euro equity fund to AA-rated manager

Asset manager Schroders has handed its high-conviction European equity fund to Citywire AA-rated James Sym, Citywire Selector has learned.

Sym replaces portfolio managers Simon Adler and Rory Bateman, who is head of UK and European equities, on the Schroder ISF European Equity Focus fund.

Bateman and Adler had co-managed the €8 million, Luxembourg-domiciled fund since its launch in March 2011. Bateman continues to co-run the Schroder ISF European Large Cap fund, while Adler has moved to the global equities team.

Meanwhile, Sym will oversee the Schroder ISF European Equity Focus fund, while also retaining his lead manager role on the UK-domiciled Schroder European Alpha and Schroder European Alpha Plus funds.

In a statement to Citywire Selector, Schroders said the change was designed to allow Sym to utilise his investment style across a wider-range of funds, while also opening his abilities to a new range of investors.

A spokesperson said: ‘The change in management will enable clients outside of the UK to access James’ business cycle investing style that until now has only been available through a UK Authorised Unit Trust.’

The Schroder ISF European Equity fund returned 13.6% in euro terms over the three years to the end of January 2016. Its Citywire-assigned benchmark, the FTSE World Europe TR EUR, rose 28.1% over the same timeframe.

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