Fund House • EU
Schroders Investment
London, UK
• Est. 2002
3
Funds Listed
$116.0B
Total AUM
1
Asset Classes
EU
Domicile
Fund Performance at a Glance
12.2%
Avg 1Y Return
2
Low / Mod Risk
3
Equity Funds
0
Fixed Income
0
Multi-Asset
All Funds (3)
| Fund Name | Category | NAV | 1Y Return | AUM (M) | Risk | Benchmark |
|---|---|---|---|---|---|---|
|
Schroders Investment Emerging Markets Growth Fund
International
|
Equity | £138.4 | 13.0% | £7200M | Moderately High | MSCI EAFE Index |
|
Schroders Investment Focused Growth Equity Fund
Large Cap Growth
|
Equity | £142.1 | 13.0% | £9150M | Moderate | S&P 500 Growth Index |
|
Schroders Investment US Equity Income Fund
Large Cap Value
|
Equity | £177.5 | 10.5% | £16590M | Moderate | S&P 500 Value Index |
Category Breakdown
Equity
3
Risk Profile Distribution
| Risk Level | Funds | Avg 1Y Return |
|---|---|---|
| Moderate | 2 | 11.8% |
| Moderately High | 1 | 13.0% |
About Schroders Investment
A global asset management company with expertise in active investment management and a strong focus on sustainability.
EU Domicile
Est. 2002
SEC Registered
Institutional Grade
Key Facts
HeadquartersLondon, UK
DomicileEU
Founded2002
Total AUM$116.0B
Funds Listed3
CurrencyGBP
Industry Recognition
Morningstar Overall
Lipper Leader
Consistent Return
ESG Score
AA (MSCI)
PRI Signatory
Yes
Regulatory & Compliance
RegulatorSEC / FINRA
UCITS CompliantSelected funds
ERISA EligibleYes
401(k) AvailableMost funds
IRA AvailableAll funds
Past performance is not indicative of future results. All investments involve risk,
including the possible loss of principal. Performance data shown is for illustrative
purposes only. Please read the fund prospectus carefully before investing.