A new era for equity investing
The investment landscape is changing- it's time to rethink the global equity opportunityIn an era of higher interest rates, achieving success seems more likely with nimble equity strategies with a global scope that are adaptable to a changeable interest rate environment. Strategies focused not just on growth but also on its price are well placed to reap this era’s opportunities.
At Schroders, we offer strategies to suit an investor’s differing risk preferences from a diversified fund to a more concentrated fund, as well as accommodating investors who want to get exposure to specialist sustainability themes. Scroll below to find out more or visit our fund centre to see our full equities range.
Schroder ISF Global Equity is a diversified portfolio of 80-140 stocks that offers exposure to cutting-edge innovation and change in a highly disciplined and structured way. We aim to pursue balanced, risk-adjusted returns while harnessing some of the most exciting trends in global equity markets. Visit fund centre
Schroder ISF Global Equity Alpha is a fund with 40- 60 carefully selected stocks that invests in companies with cutting-edge innovation and change. The fund aims to achieve higher returns by focusing on these exciting trends globally, while also managing the associated risks effectively. Visit fund centre
Schroder ISF Global Sustainable Growth is a concentrated portfolio of 30-50 stocks that invests in companies around the world that prioritise sustainability and aim to benefit all stakeholders. We believe that investing in these responsible businesses offers the potential for growth and long-term returns. Visit fund centre
*Schroder International Selection Fund is referred to as Schroder ISF throughout this page.
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Measured exhilaration
In a rapidly changing world, Schroders’ global equity growth strategies offer exposure to cutting-edge innovation - but in a highly disciplined and structured way. Schroders' Global and Thematic Equities team aim to deliver consistent long-term returns by investing in stocks that have strong growth expectations, which have yet to be recognised by global markets - growth at the right price.
Disciplined disruption
Harvesting the“growth gap”: We believe that an earnings-growth gap can materialise in stocks due to differences between a company’s fundamentals and market estimates, caused by three persistent inefficiencies:
- Markets over-reacting to short-term newsflow
- Markets’ over-rely on historical earnings growth, failing to identify the catalysts that change a company’s growth trajectory
- Markets fail to look far enough ahead when appraising a company’s earnings power.
Explore our focus funds and strategies
What makes our approach different?
Proven investment and successful investment philosophy
We believe there is a strong positive relationship between earnings surprise and share price performance. Market participants consistently fail to correctly model companies delivering persistent long-term earnings growth. These observations are demonstrated through time, presenting a persistent source of alpha, if applied systematically. This holds true irrespective of the market environment.
Style-agnostic, blended, investment approach
A philosophy that stocks that deliver a positive surprise in revenues, cash flows and ultimately earnings are likely to perform well over time, irrespective of the market environment. This is an all-weather strategy, harnessing proven drivers of outperformance.
Proprietary fundamental risk framework
Our proprietary framework delivers a forward-looking and dynamic assessment of stock risk based on quantitative and qualitative aspects. This ensures a risk-adjusted return perspective when considering stock selection, as well as aiding stock position sizing in portfolios, which contributes to improved downside protection and potential performance consistency.
"Our approach seeks to exploit market inefficiencies, by investing in companies with strong financial dynamics that are expected to positively surprise the market."
Co-Head of Equities
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Important information
Risk Considerations
Concentration risk: The fund may be concentrated in a limited number of geographical regions, industry sectors, markets and/or individual positions. This may result in large changes in the value of the fund, both up or down.
Counterparty risk: The fund may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the fund may be lost in part or in whole.
Currency risk: The fund may lose value as a result of movements in foreign exchange rates, otherwise known as currency rates.
Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.
Emerging markets & frontier risk: Emerging markets, and especially frontier markets, generally carry greater political, legal, counterparty, operational and liquidity risk than developed markets.
Higher volatility risk: The price of this fund may be more volatile as it may take higher risks in search of higher rewards, meaning the price may go up and down to a greater extent.
Liquidity risk: The value of investments can go up and down and an investor may not get back the amount initially invested.
Market risk: As the fund intends to pay dividends regardless of its performance, a dividend may represent a return of part of the amount you invested.
Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.
Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.
Sustainability risk: The fund has environmental and/or social characteristics. This means it may have limited exposure to some companies, industries or sectors and may forego certain investment opportunities, or dispose of certain holdings, that do not align with its sustainability criteria chosen by the investment manager. The fund may invest in companies that do not reflect the beliefs and values of any particular investor.
Important Information
Marketing material for Professional Clients only
This webpage does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder International Selection Fund (the “Company”). Nothing in this document should be construed as advice and is therefore not a recommendation to buy or sell shares. An investment in the Company entails risks, which are fully described in the prospectus.
Subscriptions for shares of the Company can only be made on the basis of its latest Key Information Document and prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Europe) S.A.
For Luxembourg, these documents may be obtained in English, free of charge, from the following link: www.eifs.lu/schroders.
Schroders may decide to cease the distribution of any fund(s) in any EEA country at any time but we will publish our intention to do so on our website, in line with applicable regulatory requirements.
Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy.
Past Performance is not a guide to future performance and may not be repeated.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.
Schroders has expressed its own views and opinions in this webpage and these may change.
The forecasts included are not guaranteed; they are provided only as at the date of issue and should not be relied upon. Our forecasts are based on our own assumptions which may change. We accept no responsibility for any errors of fact or opinion and assume no obligation to provide you with any changes to our assumptions or forecasts. Forecasts and assumptions may be affected by external economic or other factors.
Performance data does not take into account any commissions and costs, if any, charged when units or shares of any fund, as applicable, are issued and redeemed
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A summary of investor rights may be obtained from https://www.schroders.com/en/global/individual/summary-of-investor-rights/
For your security, communications may be recorded or monitored.
Issued by Schroder Investment Management (Europe) S.A., 5, rue Höhenhof, L-1736 Senningerberg, Luxembourg. Registration No B 37.799.