SCHRODER GLOBAL EQUITY ACTIVE UCITS ETF USD ACC

Benchmark

The Schroder Global Equity Active UCITS ETF seeks capital growth and income surpassing the MSCI World (Net TR) Index over 3–5 years through investments in a diversified global portfolio of equity and equity-related securities. Actively managed, it focuses on companies exhibiting "Value" (e.g., undervalued cash flows and earnings) and "Quality" (e.g., profitability, stability, financial strength) characteristics. Up to 20% is allocated to emerging markets, including limited exposure to China A-Shares via Stock Connect. The fund may also hold REITs, short-dated bonds, and cash for liquidity, while using derivatives for risk management. It prioritizes flexibility to adapt to global opportunities within a structured framework.

PERFORMANCE

YTD7D30D1Y3Y5Y

Bereitgestellt von

VERWANDTE ARTIKEL

Keine verwandte artikel verfügbar.