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Schroder European Alpha Inc A Acc

Ranked 57 out of 119 in - Europe Excluding UK over 12 months
All calculations are in GBP 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.


Showing fund performance in United Kingdom View performance globally


Europe Excluding UK over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.9% 6.2% 4.0%
2016 23.3% -0.8% 3.1% 9.7% 9.9%
2015 12.6% 15.1% -2.4% -5.9% 6.5%
2014 0.2% 10.9% -2.1% -5.1% -2.8%
2013 39.6% 9.4% 5.1% 12.6% 7.8%
2012 10.2% 7.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Koninklijke KPN NV ORD 4.85
Bayer AG ORD 4.68
KBC Groep NV ORD 4.34
Continental AG ORD 3.93
Deutsche Telekom AG ORD 3.81
Novo Nordisk A/S ORD 3.72
Lundin Petroleum AB ORD 3.67
ING Groep NV ORD 3.55
Aurelius Equity Opportunities SE & Co KGaA ORD 3.28
Bpost SA ORD 3.17

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/05/2012
  • Share Class size45Mn
  • Base currencyGBP
  • ISIN GB00B79FC312

Purchase Info

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


  • 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).