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Schroder QEP Global Active Value

Ranked 47 out of 308 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Justin Abercrombie

Justin Abercrombie joined Schroders in 1996. He was one of the founding members of the Quantitative Equity Products team (QEP) and is currently the head of the QEP as well as a portfolio manager. Prior to joining Schroders he worked as an econometric analyst and as a currency analyst. Justin holds a degree in Business Economics.

Objective

The fund's investment objective is to provide a total return primarily through active investment in a value style biased portfolio of equity and equity related securities of companies worldwide. In order to achieve the objective, the Investment Manager will invest in a broadly diversified portfolio of securities selected through the application of quantitative investment techniques. The fund may also invest in a wide range of investments including transferable securities, derivatives, cash, deposits, collective investment schemes, warrants and money market instruments.

Performance

Global Equities over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.9% 1.6% 3.2% 3.9%
2013 23.4% 14.4% 0.4% 3.2% 4.1%
2012 10.7% 7.6% -4.3% 4.3% 3.1%
2011 -8.8% 1.5% 0.6% -15.7% 6.0%
2010 19.8% 10.6% -9.1% 8.1% 10.2%
2009 31.7% -10.8% 16.6% 22.2% 3.6%
2008 -22.5% -8.0% -4.8% -6.2% -5.5%
2007 4.5% 5.4% 4.5% -2.0% -3.2%
2006 13.9% 9.2% -5.9% 3.4% 7.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/12/2005
  • Share Class size579Mn
  • Base currencyGBP
  • ISIN GB00B0QQ4W12

Purchase Info

  • Min. initial investment1Mn
  • Min. additional investment0

Charges

  • Annual management0.0%
  • Initial investment0

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