Professional Investor

We would like to inform you that the name of Schroder Investment Management (Luxembourg) S.A. (“SIM Lux”) changed to Schroder Investment Management (Europe) S.A. (“SIM Europe”) effective 27 June 2018.

This name change recognises the growing importance of Luxembourg as a hub for Schroders continental European business and the new licences we have obtained to continue to market and provide investment strategies developed globally to our EEA clients.

Please note that the legal entity in Luxembourg with which clients, distributors and other third parties have and will continue to contract has not changed and that any contract in place with SIM Lux remains in full force and effect.

If you have any questions on this notification please email simeucsm@schroders.com.

Shareholder letter

NAV

122.2230 USD

24/09/2018

up 0.0726

AUM (M) 3981.87

As of: 24/09/2018

Period 3M 6M 1Y 3Y 5Y
Change up 1.15% up 0.95% up 1.05% up 10.88% up 10.53%

NAV

12.1051 USD

24/09/2018

up 0.0115

AUM (M) 3771.08

As of: 24/09/2018

Period 3M 6M 1Y 3Y 5Y
Change up 0.30% up 0.59% up 5.21% up 32.88% up 31.15%

NAV

103.4492 USD

24/09/2018

down 0.1708

AUM (M) 545.60

As of: 24/09/2018

Period 3M 6M 1Y 3Y 5Y
Change down 2.33% down 10.32% down 7.75% up 16.38% -

Markets

24SEP 2018

Our multi-asset views - September 2018

Markets

24SEP 2018

Our multi-asset views - September 2018

Currencies dominate the changes in our asset allocation views this month, including an upgrade for the US dollar.

READ WHOLE ARTICLE

Thought Leadership

24SEP 2018

Where should you invest in private equity today?

Thought Leadership

24SEP 2018

Where should you invest in private equity today?

As the popularity of private equity investing has risen, some parts of the market look increasingly overcapitalised. We look at where the best opport…

READ WHOLE ARTICLE

Markets

20SEP 2018

Investing in commercial real estate? It’s all about that basis (no trouble)

For discerning commercial real estate investors, we believe the lower cost basis – the initial property acquisition costs - outside of the major, mor…

Economics

18SEP 2018

Japan PM poised to cement his position

Quickview: We see a more hawkish monetary policy stance as one implication of a Shinzo Abe leadership election win.

Global Investor Study 2018

Quick links

Fund factsheets 

Schroder ISF fund factsheets

Fund prices and performance 

Funds overview

Read more about our fund ranges Schroder ISF, Schroder AS and Schroder GAIA

Schroders Live

Watch the latest episode

Watch on demand as our experts discuss the impact of the French election; ECB monetary policy; a potential rotation into Eurozone equities; and US growth and challenges to Trump’s policies