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
Press Release
Schroders launches QEP Global
Emerging Markets Fund for UK investors
13 August 2014
Schroders is launching an onshore version of the Schroder ISF1 QEP Global Emerging Markets
in order to make the existing strategy more widely available to UK retail investors. The Schroder
QEP Global Emerging Markets Fund will adopt the same investment strategy as the existing
Luxembourg fund, which has delivered consistent out-performance since inception.2
The onshore version of the fund will be managed by the QEP Investment team, which is led by
Justin Abercrombie. The team will analyse a broad investment universe of over 4,000
companies across emerging markets on a daily basis.
To select stocks, the team focuses on two clear fundamental return drivers looking at company
valuations and business quality to decide if companies merit an investment. In addition to this,
the investment desk uses a country risk framework to highlight any issues that may be relevant
in the countries in which they invest.
Robin Stoakley, Managing Director, UK Intermediary, said: “The Schroder ISF QEP Global
Emerging Markets has performed strongly since its launch over two years ago. We believe
there is a lack of viable options for UK investors in this area and have launched an onshore
version of the fund to specifically meet the needs of the UK advisory market. The QEP
Investment team has a strong track record and I am very confident that they will continue to
deliver strong returns for our investors going forward.”
1
Schroder International Selection Fund is referred to as Schroder ISF
2
Schroder ISF QEP Global Emerging Markets launched 29 March 2012 benchmarked against the MSCI
Emerging Markets Net TR. Past performance is not a guide to future performance and may not be repeated.
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.
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
Justin Abercrombie, Head of QEP Investment said: “We have been investing in both
developed and emerging market companies for over a decade and have a proven track record
of successfully generating value in these markets. Since launching the stand-alone emerging
markets strategy in early 2012, we have attracted new client assets of over £1.7billion. We feel
it is a natural step to extend this proposition to the onshore UK market.”
For further information, please contact:
Lucy Cotter
Tel: +44 (0)20 7658 3365/ lucy.cotter@schroders.com
Beth Saint
Tel: +44 (0)20 7658 6168/ elizabeth.saint@schroders.com
Notes to Editors
For trade press only. To view the latest press releases from Schroders visit:
http://ir.schroders.com/media
Schroders plc
Schroders is a global asset management company with £271.5 billion (EUR339.0 billion/$464.1 billion)
under management as at 30 June 2014. 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.
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Schroders plc
Registered office at above address
Reg. 3909886 England
2
For your security, communications may be taped or monitored