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“Schroders announces the launch of the Schroder Global Alpha Plus Fund (subject to FSA approval), a high conviction, typically 30 stocks, global equity fund which opens to investors in May 2010. The Fund will give retail investors international equity exposure at a time when the domestic economy is outpaced by greater drivers for growth from outside the UK.
Retail investors will also gain access to two experienced institutional fund mangers with proven track records*, Virginie Maisonneuve, head of global equities, and Jonathan Armitage, head of US equities, who will both manage the fund and have 39 years combined experience managing global money.
The Fund aims to provide long-term outperformance of the MSCI World Total Return index from a high-conviction, benchmark unconstrained portfolio of approximately 30 stocks comprising the best investment ideas from the fund’s joint managers.
Virginie Maisonneuve, Head of the Global and International Equities team and portfolio manager, said:
“Why limit your investment universe? Today, many companies think globally and increasingly compete on a global stage. A global approach offers investors managed exposure to best stock ideas independent of their base currency and regional origin.
“We take a fundamentally-driven, bottom-up approach to identifying attractively-valued, quality growth stocks with strong sustainable competitive advantage. This approach is supplemented by a thematic assessment, which focuses on climate change, demographics and the growing significance of emerging market countries in the world economy. We believe this assessment highlights long-term structural growth trends that are often underestimated from a purely bottom-up perspective.” Schroder Investment Management Limited 31 Gresham Street, London EC2V 7QA Telephone 020 7658 6000 Fax 020 7658 6965 www.schroders.com Schroders plc Registered office at above address Reg. 3909886 England For your security, communications may be taped or monitored 2
Robin Stoakley, Managing Director of UK Intermediary at Schroders said:
“The Schroder Global Alpha Plus Fund is the latest addition to the successful Alpha Plus range we manage for clients. As with our other Alpha funds, we are giving two of Schroders’ best managers the freedom to make money for investors. They’ll do that through a concentrated, best ideas approach combining the best of Schroders’ fundamental stock analysis and thematic research. I am very confident that Virginie and Jonathan will deliver the same class leading performance they have achieved for our institutional clients.”
The global equities team at Schroders manages in excess of £9.5bn in a range of institutional and retail funds including Schroder Global Climate Change Fund, Schroder Global Alpha Plus Fund and Schroder ISF Global Equity Alpha.
Initial management charge is 5.25%, annual management charge is 1.5%. Minimum investment is £1,000 or regular payments of £50 per month” (CS della Società).
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