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 announces launch of QEP
Global Value Plus fund
11th February 2014
Schroders announces the launch of a new fund, Schroder ISF 1 QEP Global Value Plus. This
long/short global equity fund, which launched on 7th February, is managed by the QEP Investment
Team and represents the new vehicle for investors wishing to access its successful QEP Global Value
Extension strategy. With the flexibility to invest up to 150% long value stocks and up to 50% short low
quality stocks, the strategy targets +5% vs. benchmark and has delivered an impressive 51.1%2 in
excess of MSCI All Country World since its inception in July 2008. With existing clients transferring to
the new fund, Schroder ISF QEP Global Value Plus opened with over $500 million of assets under
management.
Justin Abercrombie, Head of QEP Investment, comments:
“We have been running our Global Value Extension strategy successfully since 2008 but in a format
only previously available to institutional investors – I am delighted that intermediaries will now be able
to access one of our most exciting products. By investing up to 150% of the Fund in stocks which are
attractively priced we are able to go beyond a more traditional approach in maximising the long-term
value opportunity. Meanwhile, the flexibility to short up to 50% of the Fund in stocks with low quality
characteristics acts as both a style diversifier for the long portfolio and a distinctive return strategy in its
own right.”
As with all QEP strategies, the team exploits opportunities from a genuinely broad investment universe
of over 15,000 stocks across more than 40 countries to build a highly diversified, high conviction
portfolio.
1
Schroder International Selection Fund is referred to as Schroder ISF.
2
Source: Schroders as at 31 December 2013. Performance represents Schroders Global Value Extension
composites, gross of fees in USD terms since inception 31 July 2008 to 31 December 2013.
Schroders plc
Registered office at above address
Reg. 3909886 England
1
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
Carlo Trabattoni, Head of Pan-European Intermediary, comments:
“Justin and his team have a strong reputation in the global equity space and I am excited that we are now
able to offer this top-performing strategy to our intermediaries. It has a proven track record of delivering
higher returns than the broader market through a range of environments and, in many ways, is the product of
all the insights the team has developed through its 14 years of investment experience. Increasingly, we are
seeing clients demand more of their equity allocations, to see their capital ‘work harder’ and we believe this
fund offers an innovative, well-differentiated solution to those demands.”
The QEP Investment Team was established in 1996 and currently manages in excess of $35 billion3 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 3365/ georgina.robertson@schroders.com
Kathryn Sutton, International PR
Tel: +44 (0)20 7658 5765/ kathryn.sutton@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:
http://ir.schroders.com/media
Past performance is not a guide to future performance. The value of investments and the income from
them can go down as well as up and investors may not get back the amount originally invested.
Exchange rates may cause the value of overseas investments to rise or fall.
Schroders plc
Schroders is a global asset management company with £256.7 billion (EUR307.2 billion/$415.8 billion)
under management as at 30 September 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.
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.
3
th
Source: Schroders, as at 30 September 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
Issued by Schroder Investment Management Ltd, which is authorised and regulated by the Financial
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Schroders plc
Registered office at above address
Reg. 3909886 England
3
For your security, communications may be taped or monitored