Schroder ISF QEP Global Core C Dis AV

Ranked 197 out of 752 in - Global 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

To provide capital growth primarily through investment in equity 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 analytical techniques. Derivatives may be used to achieve the investment objective and to reduce risk or manage the fund more efficiently

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 9.0%
2018 -3.9% -6.3% 8.1% 6.7% -11.1%
2017 9.0% 4.2% -1.3% 0.2% 5.8%
2016 29.8% 2.4% 7.3% 8.4% 9.0%
2015 4.3% 6.6% -5.0% -6.1% 9.6%
2014 11.4% 0.7% 1.9% 3.2% 5.2%
2013 24.0% 15.4% 1.5% 0.5% 5.5%
2012 9.6% 7.8% -3.4% 4.7% 0.6%
2011 -4.2% 2.6% -0.5% -12.5% 7.2%
2010 16.5% 10.0% -10.8% 8.6% 9.3%
2009 17.1% -10.7% 7.2% 19.8% 2.0%
2008 -17.8% -8.9% -1.5% -5.6% -2.9%
2007 5.3% 1.7% 3.7% 0.1% -0.3%
2006 4.5% 5.5% -6.9% 3.0% 3.3%
2005 22.6% 0.9% 6.2% 7.5% 6.4%
2004 6.7% 0.2% 1.8% -0.7% 5.4%
2003 18.3% -2.7% 11.0% 4.7% 4.7%
2002 -27.6% 2.8% -14.7% -20.9% 4.3%
2001 -18.9% -9.8% 3.2% -21.6% 11.0%
2000 -5.7% 3.7% 1.1% -4.4% -6.0%
1999 30.0% 4.5% 8.2% -4.2% 20.1%
1998 19.5% 11.3% 3.4% -13.0% 19.4%
1997 19.5% 7.7% 9.9% 5.6% -4.4%
1996 2.5% 6.6% 1.4% -0.4% -4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Czech Republic
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Gibraltar
  8. Greece
  9. Hungary
  10. Iceland
  11. Ireland
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Peru
  16. Poland
  17. Singapore
  18. South Africa
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date31/10/1995
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0062905749

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment1.00%

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