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Schroder ISF US Large Cap A Acc

Ranked 49 out of 187 in - North America over 12 months
All calculations are in EUR

Managed by

Joanna Shatney

Objective

To provide capital growth primarily through investment in equity securities of US large cap companies. Large cap companies are considered companies which, at the time of purchase, form the top 85% by market capitalisation of the US market.

Performance

North America over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 14.3% 1.7% 6.2% 5.8%
2013 25.6% 12.9% 0.7% 2.5% 7.8%
2012 12.5% 10.7% 0.5% 4.9% -3.6%
2011 0.5% 0.1% -3.3% -10.5% 16.0%
2010 19.0% 11.1% -4.6% -0.6% 13.0%
2009 26.0% -4.6% 10.8% 10.0% 8.4%
2008 -35.1% -14.4% -3.7% -1.2% -20.3%
2007 -6.8% -0.4% 3.7% -3.9% -6.1%
2006 2.1% 1.0% -6.4% 6.9% 1.0%
2005 18.8% 2.2% 8.5% 4.0% 3.0%
2004 0.3% 3.6% 2.0% -5.2% 0.1%
2003 1.8% -9.0% 8.8% 0.1% 2.7%
2002 -44.6% -0.4% -27.6% -22.7% -0.6%
2001 -3.6% 11.2% -24.4% 14.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Chile
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Italy
  13. Korea
  14. Luxembourg
  15. Macau
  16. Malta
  17. Netherlands
  18. Norway
  19. Poland
  20. Portugal
  21. Singapore
  22. Spain
  23. Sweden
  24. Switzerland
  25. Taiwan
  26. United Kingdom

Related News

Schroders hard-closes Cat Bond & shuts US equity fund

Schroders has acted to staunch flows into its catastrophe-bond fund less than a year after its launch.

US equities: fund managers' outlooks for 2010

Two leading US equity managers share their thoughts on what the market has in store for next year.

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