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Schroder European Opportunities Z Acc

Ranked 51 out of 123 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Steve Cordell

Steve Cordell holds more than 20 years of investment experience and is a portfolio manager at Schroders. Steve moved across to Schroders as part of the takeover of Cazenove Capital in July 2013. He originally joined Cazenove in 2002. Steve joined Cazenove from HSBC Asset Management (Europe) Ltd where he was responsible for the multi award-winning AA-rated HGIF Pan European fund and several other retail and institutional Pan-European portfolios. He graduated from Trinity College, Oxford with a First Class (Hons) in Modern Languages. Outside of fund management, he lists golf, tennis and cinema/theatre as his interests with his main interest being spending time with his family.

Objective

The Fund’s investment objective is to achieve long term capital growth by investing in any or all European markets, excluding the UK, and any or all economic sectors.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.0%
2017 15.9% 5.3% 5.9% 2.3% 1.6%
2016 11.8% -3.0% 0.9% 7.3% 6.5%
2015 10.3% 10.7% -3.2% -2.0% 4.9%
2014 -1.0% 5.4% -3.0% -3.0% -0.1%
2013 33.1% 8.2% 4.1% 8.7% 8.7%
2012 21.9% 10.5% -7.9% 11.0% 8.0%
2011 -14.5% 4.2% 2.8% -20.8% 0.9%
2010 1.8% 3.6% -14.0% 8.4% 5.3%
2009 17.6% -13.3% 5.7% 28.2% 0.2%
2008 -11.6% -4.9% -3.5% -7.0% 3.6%
2007 15.7% 5.6% 5.5% -0.1% 3.9%
2006 21.9% 14.0% -4.3% 5.5% 6.0%
2005 24.2% 3.0% 3.9% 10.4% 5.2%
2004 14.2% -2.0% 3.2% 1.9% 10.8%
2003 34.7% -4.8% 20.7% 5.2% 11.4%
2002 -30.1% 3.0% -12.9% -29.9% 11.2%
2001 -28.0% -14.9% -3.7% -21.8% 12.5%
2000 -5.2% 26.7% -4.0% -7.3% -16.0%
1999 58.5% 2.3% 8.9% -3.3% 47.3%
1998 32.2% 23.6% 10.8% -17.8% 17.4%
1997 19.6% 10.9% 3.2% 8.5% -3.6%
1996 23.4% 14.4% 5.5% 2.0% 0.2%
1995 22.5% -2.9% 16.4% 10.3% -1.7%
1994 0.3% 4.0% -6.2% 3.3% -0.5%
1993 42.1% 11.0% 0.6% 14.2% 11.4%
1992 17.4% 13.5% -3.2% 0.0% 6.9%
1991 4.0% 11.0% 4.0% -0.7% -9.4%
1990 -20.5% 4.9% -0.8% -19.0% -5.6%
1989 22.8% 12.3% 6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/03/1989
  • Share Class size148Mn
  • Base currencyGBP
  • ISIN GB0007221889

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).