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Schroder ISF Global EM Smaller Companies B Acc

Ranked 3 out of 5 in - Global Emerging Markets Smaller Companies over 12 months
All calculations are in EUR unless stated

Managed by

Matthew Dobbs

Matthew Dobbs was born in Belfast in 1959. He graduated from Oxford University with a BA in history and economics. Matthew started his career with Schroders in 1981 as a UK investment analyst and in 1983 he was seconded to New York. He became head of the investment division in Singapore in 1985 and in 1987 he took over responsibility for managing Pacific equity portfolios in London. In 1996 Matthew was the managing director of Schroder Investment Management in South East Asia and since 1999 he has been based in the London office. He is currently the head of global and international small cap equities and an advisor to the global and international equity team. Matthew has been managing funds for over 25 years.

James Gotto

James Gotto is a global emerging markets equity fund manager at Schroders Investment Management based in London. He joined Schroders in 1991 as a UK research analyst. James is an Associate Member of the UK Society of Investment Professionals (UKSIP) and the CFA Institute. He graduated from Magdalen College, Oxford University with a BA in Classics.

Richard Sennitt

Oxford graduate Richard Sennitt has spent the entirety of his investment career with Schroder Investment Management. He joined the group as an analyst on the Japan desk in 1993, switching to become a regional fund manager on the Pacific Basin team four years later. Sennitt currently takes charge of the Schroder Far East fund for which he adopts a research based approach looking to identify mispriced opportunities. He is also a key member of the team responsible for managing institutional Pan Pacific pension funds. Born in April 1969, Sennitt counts travel and sport as his major interests outside of fund management.

Tom Wilson

Objective

The Sub-fund aims to provide capital growth by investing primarily in equity and equity related securities of smaller companies of global emerging countries. It may also invest in smaller companies, outside these countries, which have a substantial business exposure to global emerging markets.

Showing fund performance in Portugal View performance globally

Performance

Global Emerging Markets Smaller Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% -2.9% -5.4%
2017 12.8% 8.9% -2.4% -0.9% 7.2%
2016 11.9% -3.6% 6.0% 7.8% 1.6%
2015 2.1% 11.9% -1.9% -12.9% 6.8%
2014 -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date27/08/2014
  • Base currencyUSD
  • ISIN LU1098400846

Purchase Info

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

Charges

  • Initial investment0.00%

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