The fund aims to provide capital growth and income. At least 80% of the fund will be invested in shares of companies worldwide that meet our "value" criteria. This means looking at indicators such as dividends and cash flow to determine those securities that we believe have been undervalued by the market, and where movements in a security's price does not necessarily correspond with a company's long-term prospects. Our views on the factors that contribute to share price returns are fed into a model which allows us to analyse over 15,000 companies on a daily basis. We are then able to build highly a diversified portfolio of over 500 companies minimising the risk that performance of a single stock could significantly affect the performance of the overall fund. The fund may also invest in other financial instruments and hold cash on deposit. Derivatives may be used to achieve the investment objective and to reduce risk or manage the fund more efficiently.
Justin Abercrombie (Started: Dec 21, 2005)
Schroder Unit Trusts Limited
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