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Schroder Global Resources Equity Fund

Ranked 161 out of 279 in - Natural Resources over 12 months
All calculations are in USD

Managed by

Sam Catalano

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income. The fund invests a minimum of 70% of the net assets in equities and depositary receipts and invests a minimum of 50% of the net assets in foreign securities. The fund invests a minimum of 60% of the net assets in companies related to energy and new energy industries, raw materials and industrial.

Performance

Natural Resources over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 4.9% 1.3% 6.4% -2.7%
2013 4.5% -5.2% -5.8% 11.6% 4.9%
2012 -9.0% 5.4% -16.9% 6.3% -2.3%
2011 -29.0% 2.4% -2.3% -32.8% 5.6%
2010 43.9% -5.0% 19.3% 27.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Related News

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