Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Schroder European Alpha Plus

Ranked 104 out of 111 in - Europe Excluding UK over 12 months
All calculations are in GBP

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.


To provide capital growth through investment in European and other companies. The emphasis of the scheme is to invest in European companies. The scheme may also invest in companies headquartered or quoted outside Europe where those companies have material or critical operations within or derive significant business from Europe. Fixed interest securities may be included in the portfolio.


Europe Excluding UK over : 28/02/2014 - 28/02/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 -11.3% -1.0% -2.4% -4.5% -4.0%
2013 19.5% 11.6% -1.3% 2.3% 6.0%
2012 21.3% 11.5% -7.0% 11.2% 5.1%
2011 -14.2% 3.9% 2.3% -20.9% 2.1%
2010 13.6% 7.1% -12.0% 13.0% 6.7%
2009 18.2% -11.2% 8.7% 22.3% 0.2%
2008 -20.6% -4.8% -4.7% -10.3% -2.4%
2007 7.8% 4.8% 2.2% 0.0% 0.6%
2006 29.6% 16.4% -3.1% 5.0% 9.4%
2005 20.9% 3.0% 2.6% 8.1% 5.9%
2004 25.5% 3.4% 6.3% 3.5% 10.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Renault SA ORD 5.40
Valeo SA ORD 4.93
Delta Lloyd NV ORD 4.39
Pandora A/S ORD 4.37
ING Groep NV DR 4.14
Novartis AG ORD 4.13
KBC Groupe SA ORD 3.56
Adecco SA ORD 3.34
Airbus Group NV ORD 3.22

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/10/2003
  • Share Class size167Mn
  • Base currencyGBP
  • ISIN GB0033302877

Purchase Info

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


  • Annual management1.5%
  • Initial investment0

Related News

Schroders to overhaul European Alpha Plus mandate

Schroders is proposing a revamp of the investment objective and policy of the £489 million Schroder European Alpha Plus fund, managed by James Sym.

Sym to 'totally revamp' Howard-Spink's Schroder European fund

Sym plans to move the portfolio away from high quality stocks when he assumes control of the £1 billion fund from Leon Howard Spink at the start of June.  

Schroders hands Howard-Spink’s £1bn fund to Sym

Leon Howard-Spink will relinquish management of the Schroder European Alpha Plus fund from 1 June.

Schroders launches sterling hedges on Japan and European funds

Schroders has introduced sterling hedged unit classes for four high profile overseas equity funds in its UK range.

How Premier's Hambidge exploited Europe to outwit the benchmark

Premier Asset Management's David Hambidge explains why smaller companies in Europe have done well for him.

Wealth Manager: How RC Brown's discretionary heads took a pension manager into private clients

Talented and experienced though they are, Alan Beaney and Glenn Meyer make an unlikely dynamic duo. Before being recruited RC Brown's private client service both considered retirement.

Fund of the Week: Schroder UK Alpha Plus

Large day to day moves in stockmarkets are testing the nerves of investors. But stepping away from the noise and picking out long term opportunities has helped Richard Buxton deliver strong returns.

Schroders to merge Pacific fund with Dobbs' Asian Alpha Plus

Schroders is planning to merge Manish Bhatia's Schroder Pacific fund into Matthew Dobbs' Asian Alpha Plus fund in May, subject to unit holder approval.

It's Woodford's time to shine: the funds James Brearley backs

James Brearley & Sons’ Philip Howe is backing a handful of renowned stockpickers to deliver.

Howard-Spink: Europe's finances better placed than US

Schroder European Alpha Plus manager Leon Howard-Spink believes the incessant negative newsflow from Europe masks the fact that that corporate fundamentals are still attractive.


Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).