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Schroder ISF QEP Global Value Plus EUR A Acc

Ranked 134 out of 172 in - Long/Short Equity over 12 months
All calculations are in EUR 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 invests at least two-thirds of its assets, directly or indirectly through the use of derivatives, in a diversified portfolio of equity and equity-related securities of companies worldwide. The Fund has the flexibility to have long and short exposure via derivatives.

Showing fund performance in Jersey View performance globally

Performance

Long/Short Equity over : 30/04/2017 - 30/04/2018
  • Rank 134/172 Total Return
  • Rank 134/172 Standard Deviation
  • Rank 136/172 Max Drawdown
Fund Name Currency Risk
132 Finlabo Investments Sicav Dynamic US Equity P EUR

7.6

133 MS Ascend UCITS I EUR EUR

7.6

134 Schroder ISF QEP Global Value Plus EUR A Acc EUR

7.7

135 Rivoli Equity Fund EUR

7.8

136 Odey Giano European R EUR Acc EUR

7.8

136 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

7.8

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.6%
2017 2.9% 4.4% -5.6% -0.7% 5.1%
2016 14.1% -3.3% 2.0% 5.8% 9.5%
2015 3.3% 12.7% -3.4% -10.6% 6.1%
2014 4.5% 4.5% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Iceland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Poland
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date06/02/2014
  • Base currencyEUR
  • ISIN LU1019481610

Purchase Info

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

Charges

  • Initial investment5

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