Key Impact Points:
- New fund tailored to meet UK demand for emerging markets exposure.
- Contrarian, deep-value investment strategy with a long-term horizon.
- Achieved +16.7% annual relative return and +18.2% absolute return since 2020 launch.
Schroders announced the UK launch of the Schroder Emerging Markets Value Fund, addressing the increasing UK client demand for exposure to the long-term growth potential of emerging markets. The strategy, initially launched in September 2020 as part of Schroders’ SISF range, has now been made accessible to UK investors. This fund operates with a contrarian approach, adhering to a deep-value investment philosophy and a long-term investment horizon, focusing on assets that managers believe are significantly undervalued.
The fund employs a bottom-up stock-picking methodology, currently investing in 41 holdings across 10 sectors in 17 countries, including China, Mexico, Nigeria, and Brazil. It aims to deliver superior risk-adjusted returns against its MSCI Emerging Markets benchmark. Since its inception, the fund has…
