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Schroder European Alpha Plus

Ranked 31 out of 122 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.

Objective

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.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7%
2017 19.1% 4.9% 7.1% 5.2% 0.8%
2016 24.4% -0.8% 2.9% 10.6% 10.2%
2015 11.6% 15.0% -2.2% -6.6% 6.3%
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/10/2003
  • Share Class size70Mn
  • Base currencyGBP
  • ISIN GB0033302877

Purchase Info

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

Charges

  • 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).