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SCHRODER GLOBAL EMERGING MARKETS - Fund overview

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Find rated global emerging markets funds


Overview of SCHRODER GLOBAL EMERGING MARKETS

The fund's philosophy is based on the belief in inefficiency of emerging markets and, as a consequence, the ability of an active manager to add value through country and stock selection. The Emerging Markets team of 29 is headquartered in London with team members spread amongst 10 other emerging market based offices. The portfolio has a mid cap bias.

Standard Initial Charge

3.25% 0.00%

Invest via Bestinvest

to save 3.25%

Fund summary

Sector  Global Emerging Markets
Product type  UNIT TRUST
Launched  October, 1993
Size  £454m
Yield 0.8%
Charging basis  Income
Dividends paid  31/5.
Bid price(inc) 115.30p
Bid price(acc) 121.90p

Fund Charges

Standard Initial charge 3.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.63%
Annual management charge 1.50%
Total expense ratio 1.73%
Reduction in yield (10yr) 1.79%

Bestinvest says


No information available.

Portfolio

schroder global emerging markets asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds 0%
Property
Commodities
Hedge
Fund cash 0%
schroder global emerging markets equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 0%
Pacific 59%
Other Equity 41%
schroder global emerging markets equity capitalisation illustration
Allocation Proportion
Large Caps 87%
Mid Caps 10%
Small Caps 3%

Investment process


The investment objective is to achieve long term capital growth by investing in emerging markets as defined by the MSCI EM Index. The fund invests in equity or equity-related (including warrants and convertibles) securities. The targeted value added is split 50/50 between stock and country selection. Country selection is performed using a quantitative model and stocks are chosen using fundamental analysis. An actively managed portfolio considers the full spectrum of company profiles. Forward currency transactions and other efficient portfolio management techniques may be used to reduce currency risk.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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