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Schroder Global Blend

Ranked 1696 out of 3390 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Justin Abercrombie

Justin Abercrombie joined Schroders in 1996. He was one of the founding members of the Quantitative Equity Products team (QEP) and is currently the head of the QEP as well as a portfolio manager. Prior to joining Schroders he worked as an econometric analyst and as a currency analyst. Justin holds a degree in Business Economics.

David Philpotts

David Philpotts is head of QEP research and portfolio manager at Schroders Investment Management based in Sydney. He joined Schroders in 1996 and previously, he worked as a fixed income strategist at Stone & McCarthy Research Associates from 1993. David graduated from the University of Warwick with a BSc and an MSc in Economics.

Objective

To generate long-term returns before fees in excess of traditional capitalisation weighted global equity indices. The Schroder Global Blend Fund is an index unconstrained global equity strategy that aims to generate long-term returns before fees in excess of traditional capitalisation weighted global equity indices through an actively managed blend of our Value and Quality equity strategies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/12/2017 - 31/12/2018
  • Rank 1696/3390 Total Return
  • Rank 779/3390 Standard Deviation
  • Rank 1336/3390 Max Drawdown
Fund Name Currency Risk
777 ICA Banken Modig

Currency exposure is hedged

Currency exposure is hedged

SEK

12.4

777 Optimum Fund CSOB Patria Airbag 1 USD

12.4

779 FIAG-UNIVERSAL-DACHFONDS USD

12.4

779 Schroder Global Blend USD

12.4

779 Twelve Insurance Global Equity S USD USD

12.4

779 HSBC Global Equity Dividend A USD C USD

12.4

779 Reichmuth Global Leaders P USD

12.4

Fund Name Currency Loss
1336 Schroder Global Blend USD

-15.7%

1336 M&G (Lux) Global Dividend A Acc USD USD

-15.7%

1336 SURA Global SA de CV SIRV A USD

-15.7%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -12.1% -1.6% -2.2% 3.9% -12.1%
2017 18.9% 6.0% 3.2% 3.2% 5.3%
2016 9.7% 1.5% 0.8% 5.1% 2.1%
2015 -4.4% 1.7% 0.6% -9.7% 3.5%
2014 2.6% 1.7% 4.2% -3.0% -0.2%
2013 24.7% 6.5% -0.1% 9.5% 7.0%
2012 14.7% 11.3% -5.9% 6.4% 2.9%
2011 -8.1% 5.0% 0.9% -18.5% 6.5%
2010 17.8% 4.7% -10.5% 14.9% 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. New Zealand

Fund Info

  • Launch date08/12/2009
  • Share Class size540Mn
  • Base currencyAUD
  • ISIN AU60SCH00406

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management0.98%
  • Initial investment0.00%

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