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Schroder ISF European Alpha Focus A Acc

Ranked 17 out of 413 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

James Rutland

James Sym

James Sym joined Cazenove Capital in 2007. He is a member of the pan-European equity team with responsibility for Chemicals, Support Services, Household Goods, Personal Goods, Pharmaceuticals & Biotechnology and Telecommunication sector coverage. James manages the Schroder European Alpha and Alpha Plus funds. He graduated from St John's College, Cambridge University with a degree in Natural Sciences (Mineral Physics) and Management Studies and is a Chartered Financial Analyst. He has six years of investment experience.

Objective

To provide capital growth. The Fund will invest in European equities and equity related securities. The portfolio will normally be concentrated with up to 35 securities. They will not be restricted by size or sector.

Showing fund performance in Luxembourg View performance globally

Performance

Europe over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 20.1% 8.1% 5.6% 5.7% -0.5%
2016 8.1% -6.2% -3.4% 8.9% 9.5%
2015 -0.8% 14.0% -3.5% -10.0% 0.2%
2014 3.1% 0.5% 2.4% 1.0% -0.8%
2013 25.4% 3.9% 1.7% 10.4% 7.5%
2012 20.4% 11.6% -5.4% 9.1% 4.5%
2011 -1.9% -18.8% 9.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bulgaria
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Iceland
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date03/03/2011
  • Share Class size60Mn
  • Base currencyEUR
  • ISIN LU0591897516

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment1,000

Charges

  • Initial investment5

Related News

Schroders hands Euro equity fund to AA-rated manager

Investment firm announces change in leadership with head of UK and European equities stepping back, Citywire Selector can reveal.

Schroders equity chief: scale of market falls not justified by the data

UK & Europe head Rory Bateman believes a serious buying opportunity has emerged as the eurozone's outlook remains unaltered despite correction.

Schroders' Bateman: euro break-up risk all but vanished

Schroders' head of European equities Rory Bateman explains why now is the time to increase peripheral European exposure.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).