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Schroder ISF QEP Global Value Plus EUR A Acc

Ranked 164 out of 173 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 Gibraltar View performance globally

Performance

Long/Short Equity over : 31/03/2017 - 31/03/2018
  • Rank 164/173 Total Return
  • Rank 131/173 Standard Deviation
  • Rank 156/173 Max Drawdown
Fund Name Currency Risk
129 GAM Star Global Quality EUR Inst Acc EUR

7.1

130 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

7.1

131 Schroder ISF QEP Global Value Plus EUR A Acc EUR

7.2

132 New Mountain Vantage UCITS Founder EUR Inst EUR

7.3

133 Majedie Asset Management Tortoise I Acc EUR

7.4

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).