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Schroder QEP Global Active Value

Ranked 442 out of 548 in - Global Equities over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equities over : 31/12/2014 - 31/12/2015
  • Rank 442/548 Total Return
  • Rank 248/548 Standard Deviation
  • Rank 433/548 Max Drawdown
Fund Name Currency Risk
248 Fidelity Funds - Inst Global Focus I-ACC-EUR GBP

11.9

248 Schroder QEP Global Active Value X Acc GBP

11.9

250 Franklin Mutual Global Discovery A (Ydis) GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

11.9

250 AGF Global Core Equity GBP J GBP

11.9

250 Fidelity Funds - Global Focus E-ACC-EUR GBP

11.9

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 -0.2% 6.9% -5.3% -8.0% 7.1%
2014 10.4% 1.6% 3.2% 2.3% 3.0%
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 size490Mn
  • Base currencyGBP
  • ISIN GB00B0QQ4W12

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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