Schroder Global Equity I Acc

Ranked 172 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

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

The fund aims to provide capital growth by investing in equities of companies worldwide. The fund invests at least 80% of its assets in equities of companies worldwide. The manager seeks to identify companies that it believes will deliver future earnings growth above the level expected by the market over the medium to long term. The fund may also invest in collective investment schemes and warrants, and hold cash.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.0%
2018 -3.0% -4.2% 8.7% 5.5% -11.7%
2017 15.3% 5.0% 1.5% 2.9% 5.1%
2016 23.6% 0.8% 6.6% 8.8% 5.8%
2015 8.1% 9.5% -4.8% -4.8% 9.0%
2014 9.2% -0.7% 2.0% 3.4% 4.4%
2013 25.6% 14.6% 1.2% 1.7% 6.6%
2012 11.6% 9.7% -4.8% 5.1% 1.7%
2011 -12.1% 1.5% -1.4% -17.5% 6.5%
2010 18.7% 8.6% -10.8% 9.7% 11.6%
2009 29.2% -4.2% 6.1% 19.2% 6.6%
2008 -20.5% -10.0% 2.4% -10.0% -4.2%
2007 6.2% 1.8% 5.6% -1.9% 0.7%
2006 7.5% 8.3% -7.0% 3.3% 3.4%
2005 25.8% 1.4% 5.2% 10.8% 6.4%
2004 8.6% 0.2% 2.5% -0.8% 6.6%
2003 22.7% -6.1% 13.8% 7.8% 6.5%
2002 -24.7% 3.6% -12.1% -23.7% 8.4%
2001 -18.2% -10.7% 2.3% -20.9% 13.3%
2000 -2.6% 4.5% 2.2% -4.3% -4.8%
1999 31.3% 2.2% 7.9% -3.1% 22.9%
1998 16.3% 11.5% 1.6% -14.7% 20.3%
1997 2.4% 5.3% 11.8% -0.5% -12.5%
1996 1.5% 6.7% 0.7% -0.8% -4.9%
1995 15.7% -2.7% 6.6% 5.4% 5.8%
1994 -0.5% -0.9% 0.4% 1.6% -1.5%
1993 40.1% 9.5% 4.3% 9.6% 11.9%
1992 16.1% 3.8% -6.1% 4.7% 13.7%
1991 5.9% -0.5% -3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Total SA ORD 2.67%
Alphabet Inc ORD 2.33%
USD Cash 2.23%
Amazon.com Inc ORD 2.06%
Nestle SA ORD 2.00%
Bank of America Corp ORD 1.97%
Comcast Corp ORD 1.93%
JPMorgan Chase & Co ORD 1.91%
Microsoft Corp ORD 1.89%
Visa Inc ORD 1.69%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/07/1988
  • Share Class size205Mn
  • Base currencyGBP
  • ISIN GB0007646309

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • 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).