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Schroder ISF European Smaller Companies A Dis

Ranked 15 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Andrew Brough

An Economics graduate from Manchester and a fund manager with more than 20 years’ investment experience behind him, Andrew Brough co-heads the Schroder pan-European small and mid-cap equity team. Brough runs unit trusts, including the Schroder UK Mid 250 fund, and a number of specialist institutional mandates for Schroders. Brough argues that mid-caps have greater potential for continued growth than larger companies, and he will often invest in companies with a unique product or service for which demand is strong. Conversely, he is disciplined in selling a stock if there are signs that increased competition will mean that company's unique advantage has been lost. He adopts a bottom-up investment style targeting firms with quality management and effective business models. Brough was born in Wallingford, Oxfordshire, in 1960 and has been with Schroders since 1987.

Andrew Lynch

Born in the quintessentially English county of Surrey in 1976, Andrew Lynch made the small step over the county’s border into neighbouring Hampshire to complete his further education at the prestigious Winchester College. He then went on to graduate from Balliol College, Oxford, in philosophy, politics & economics (PPE) in 1998. The ink was hardly dry on his degree certificate before Lynch was enlisted by Schroder Investment Management into their small cap analysis team. Four years later he was given his first opportunity to demonstrate his skills as a manager and grasped the opportunity with both hands. He now manages the Luxembourg-domiciled Schroder ISF Euro Dynamic Growth fund in the Equity EuroZone sector. Lynch cites his family, the Church and marathon running as his main interests outside of fund management.

Objective

The Sub-Fund aims to provide capital growth primarily through investment in equity securities of smaller European companies. Smaller European companies are considered companies which, at the time of purchase, form the bottom 30% by market capitalisation of each European market.

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7%
2017 20.9% 7.5% 6.5% 4.5% 1.1%
2016 3.1% -4.6% -6.7% 10.3% 5.0%
2015 21.5% 21.2% 3.6% -8.4% 5.7%
2014 1.9% 7.3% 0.2% -4.8% -0.5%
2013 38.1% 7.9% 5.1% 10.7% 10.0%
2012 27.9% 16.6% -4.9% 8.0% 6.7%
2011 -21.6% 0.1% -2.6% -19.8% 0.4%
2010 26.5% 6.5% -4.5% 10.5% 12.5%
2009 48.5% -5.5% 29.8% 17.0% 3.4%
2008 -50.7% -15.2% -5.8% -16.0% -26.5%
2007 -9.3% 7.9% 3.1% -10.8% -8.6%
2006 28.1% 15.1% -4.4% 4.5% 11.4%
2005 31.9% 6.8% 7.4% 11.6% 3.0%
2004 29.4% 11.2% 3.4% 0.5% 12.1%
2003 29.7% -10.2% 20.4% 10.9% 8.2%
2002 -36.5% 3.8% -16.2% -27.8% 1.1%
2001 -27.2% -12.4% -2.1% -28.1% 18.1%
2000 10.6% 32.7% -4.2% 5.1% -17.2%
1999 66.6% 2.7% 11.3% 2.6% 42.0%
1998 12.4% 26.3% 6.3% -23.1% 8.8%
1997 19.1% 13.5% 7.5% 2.2% -4.5%
1996 37.8% 18.4% 10.4% -1.1% 6.6%
1995 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Luxembourg
  15. Macau
  16. Netherlands
  17. Norway
  18. Poland
  19. Portugal
  20. Singapore
  21. Spain
  22. Sweden
  23. Switzerland
  24. United Kingdom

Fund Info

  • Launch date07/10/1994
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0053902499

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5

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