Schroder Global Alpha Plus

Ranked 337 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Charles Somers

Charles Somers joined Schroders in 1998. Between 1998 and 2006 he was an analyst covering various sectors and spent time on a secondment in New York as a US equity analyst and fund manager. In 2006 he joined Intrinsic Value Investors before returning to Schroders in 2008 where he is now lead fund manager of the Schroder ISF Global Demographic Opportunities Fund and the global sector specialist for consumer sectors within the global and international equities team. Somers is a CFA charterholder and he enjoys music in his spare time.

Alex Tedder

Alex Tedder is head of global equities at Schroders Investment Management based in London. He joined the firm from American Century Investments in New York, where he was senior vice president and senior portfolio manager. Alex initially joined Schroders in 1990 working in UK and Germany, where he was responsible for promoting European equity mandates. He graduated from the University of Fribourg, Switzerland with an MA in Economics.

Objective

To provide capital growth through investment in equities and securities of companies worldwide. In order to achieve the objective the manager will invest in a select portfolio of securities which it believes offers potential for future growth and shall not be restricted by size, sector or region.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 337/752 Total Return
  • Rank 522/752 Standard Deviation
  • Rank 395/752 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -7.1% -6.2% 8.3% 3.6% -11.8%
2017 11.8% 4.5% 2.7% 1.3% 2.8%
2016 20.8% -2.3% 5.8% 11.6% 4.8%
2015 10.5% 10.1% -5.0% -3.9% 9.9%
2014 7.7% -2.4% 0.8% 4.2% 5.2%
2013 27.8% 15.9% 2.0% 2.5% 5.4%
2012 6.1% 9.6% -7.6% 2.6% 2.0%
2011 -13.3% -0.4% 0.6% -17.2% 4.5%
2010 7.9% 11.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Danaher Corp ORD 5.45%
Alphabet Inc ORD 5.42%
Bank of America Corp ORD 4.91%
UnitedHealth Group Inc ORD 4.82%
Novartis AG ORD 4.61%
Amazon.com Inc ORD 4.53%
Nestle SA ORD 4.28%
Comcast Corp ORD 3.93%
Baxter International Inc ORD 3.92%
Taiwan Semiconductor Manufacturing Co Ltd ORD 3.60%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/04/2010
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB00B3KNN994

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

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