Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
News Release
Schroders QEP Global Emerging Markets
strategy marks second anniversary with
inflows of $2 billion
10 April 2014
Schroders announces the second anniversary of Schroder ISF1 QEP Global Emerging Markets.
Launched on 29th March 2012, the fund has delivered +3.7% in excess of MSCI Emerging Markets
(+2.0% p.a.) 2 with the wider strategy raising over $2 billion of assets during a challenging period for
the asset class.3
The fund – which is managed by Schroders’ QEP Investment Team – offers investors a different way
of accessing the emerging market opportunity set. Based on the team’s established track record of
managing emerging markets through its global equity fund range, it combines exceptional
diversification with a high conviction, all-cap approach.
Justin Abercrombie, Head of QEP Investment, comments:
“We have been really pleased with the response we’ve had so far. We’re now managing over $2
billion for clients globally in the strategy and $345 million4 in the Luxembourg fund. Our focus is on
delivering higher returns than the index by identifying stocks which are attractive in terms of their
valuation and business quality. We’re investing outside of the concentrated confines of the backwardlooking emerging market index, looking for emerging growth opportunities.”
1
Schroders ISF refers to Schroder International Selection Fund.
2
Source: Schroders, as at 31 March 2014. A share class, NAV to NAV (bid to bid), net of fees.
3
Source: Schroders, as at 31 March 2014.
4
Source: Schroders, as at 31 March 2014.
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Schroders plc
Registered office at above address
Reg. 3909886 England
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For your security, communications may be taped or monitored
Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
The team analyses a genuinely broad investment universe of over 4,000 stocks across more than 20
emerging markets and invests in a portfolio of over 300 stocks, selected on the basis of valuation and
business quality (defined on measures of profitability, stability and financial strength). While stock
selection is the key driver of fund returns, country risk is also managed by the team using a proprietary
framework.
Carlo Trabattoni, Head of Pan-European Intermediary and Global Financial Institutions Group,
comments:
“The asset class has faced a number of challenges in recent times and we are seeing clients re-appraise
previously successful emerging market equity managers who are now managing a substantial amount of
assets. In this environment we are delighted to be able to offer our clients a highly scalable fund, run by a
highly experienced team, which really stands out from the crowd. A genuine all-cap proposition, the
outperformance generated since the fund’s launch is testament to Justin’s and his team’s skills in terms of
both stock selection and portfolio construction.”
The QEP Investment Team was established in 1996 and currently manages in excess of $40 billion5 across
its range of global and emerging market equity strategies on behalf of clients worldwide.
For further information, please contact:
Georgina Robertson, International PR Tel: +44 (0)20 7658 6168/ georgina.robertson@schroders.com
Kathryn Sutton, International PR
Tel: +44 (0)20 7658 5765/ kathryn.sutton@schroders.com
Estelle Bibby, Institutional PR
Tel : +44 (0)20 7658 3431/ estelle.bibby@schroders.com
Charlotte Banks, UK Intermediary PR Tel : +44 (0)20 7658 2589/ charlotte.banks@schroders.com
Notes to Editors
For trade press only. To view the latest press releases from Schroders visit:
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Schroders plc
Schroders is a global asset management company with £262.9 billion (EUR316.0 billion/$435.4 billion)
under management as at 31 December 2013. Our clients are major financial institutions including
pension funds, banks and insurance companies, local and public authorities, governments, charities,
high net worth individuals and retail investors.
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Source: Schroders, as at 31 December 2013.
Schroders plc
Registered office at above address
Reg. 3909886 England
2
For your security, communications may be taped or monitored
Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
With one of the largest networks of offices of any dedicated asset management company, we operate
from 37 offices in 27 countries across Europe, the Americas, Asia and the Middle East. Schroders
has developed under stable ownership for over 200 years and long-term thinking governs our
approach to investing, building client relationships and growing our business.
Further information about Schroders can be found at www.schroders.com.
Issued by Schroder Investment Management Ltd, which is authorised and regulated by the Financial
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alerting service.
Schroders plc
Registered office at above address
Reg. 3909886 England
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For your security, communications may be taped or monitored