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Schroder Global Smaller Companies

Ranked 27 out of 111 in - Global Small & Medium Companies over 12 months
All calculations are in USD

Managed by

Matthew Dobbs

Matthew Dobbs was born in Belfast in 1959. He graduated from Oxford University with a BA in history and economics. Matthew started his career with Schroders in 1981 as a UK investment analyst and in 1983 he was seconded to New York. He became head of the investment division in Singapore in 1985 and in 1987 he took over responsibility for managing Pacific equity portfolios in London. In 1996 Matthew was the managing director of Schroder Investment Management in South East Asia and since 1999 he has been based in the London office. He is currently the head of global and international small cap equities and an advisor to the global and international equity team. Matthew has been managing funds for over 25 years.

Objective

The investment objective of the Trust is to provide capital growth primarily through investment in equity securities of smaller-sized companies worldwide. Smaller-sized companies are considered companies which, at the time of purchase, form the bottom 30% by market capitalisation of each individual market. It is the Managers’ policy to invest all or substantially all of the assets of the Trust into the Schroder ISF Global Smaller Companies, one of the classes in the open-ended investment company Schroder International Selection Fund, incorporated in Luxembourg.

Performance

Global Small & Medium Companies over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.4% 3.0% 2.8% -4.2%
2013 32.0% 9.9% 1.5% 9.4% 8.1%
2012 11.6% 12.6% -8.0% 6.1% 1.5%
2011 -10.5% 5.2% 0.0% -20.4% 6.9%
2010 18.5% 3.5% -9.9% 14.7% 10.8%
2009 43.4% -7.7% 28.2% 17.4% 3.3%
2008 -42.9% -9.2% 0.3% -18.8% -22.8%
2007 8.5% 5.3% 6.0% 0.8% -3.6%
2006 25.0% 12.5% -2.5% 2.5% 11.2%
2005 10.8% -1.4% 1.4% 6.8% 3.8%
2004 23.1% 8.5% -0.8% 0.7% 13.5%
2003 41.2% -4.6% 20.5% 10.4% 11.3%
2002 -21.9% 1.6% -6.7% -19.5% 2.5%
2001 -1.8% -9.7% 7.0% -12.9% 16.6%
2000 11.7% 14.1% -1.8% 4.5% -4.6%
1999 27.8% 6.9% 1.1% 18.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore

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