基本資料

投資策略

本基金旨在通過投資於全球各地小型公司的股本和股本相關證券，在三年至五年期內扣除費用後提供超過S&P Developed Small Cap (Net TR) index的資本增值。本基金被積極管理及將最少三分之二的資產投資於全球各地小型公司的股本和股本相關證券。小型公司為購入時其市值是環球股票市場中市值最小的30%之公司。

基金經理人

• Biermann Luke
• 資歷 3年(2021-03-31 至今)

• – Co-manager of Schroder ISF European Smaller Companies from April 2024
  – Manager of the Schroder European Smaller Companies Fund since 2011
  – From April 2021, Co-manager on Global and International Small Cap strategies
  – Small Cap representative for the Schroders European Corporate Governance Committees
  – Investment career commenced at Schroders in 2006 as an analyst of UK and continental Europe smaller companies
  – Chartered Financial Analyst
  – Degree in Computer Science, Bath University

• Kaynor Robert
• 資歷 3年(2021-03-31 至今)

• Rob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Direct

基金費用

聯絡資訊