Schroder International Multi-Cap Value Fund Wins Lipper Award For Best Three
and Five-Year Performance in Category
Third Consecutive Win for Benchmark-Beating IMCV Fund
NEW YORK, March 15, 2013
NEW YORK, March 15, 2013 /PRNewswire/ --Schroder Investment Management North
America Inc. (SIMNA) is pleased to announce that the Schroder International
Multi-Cap Value Fund (IMCV) is the winner of the 2013 Lipper Award for Best
Fund in its category over both the three and five-year periods. IMCV has
outperformed its benchmark, the MSCI EAFE Index, by 3.58% per annum since
launch in 2006 (Investor Shares as of February 28, 2013).
This marks the third consecutive year that Schroders has won the Lipper Award
in the International Multi-Cap Value Funds category. Lipper honored IMCV last
year for its five-year risk-adjusted performance.
Both the Investor Shares (Ticker Symbol: SIDNX) and Advisor Shares (Ticker
Symbol: SIDVX) of IMCV have earned Lipper's highest ratings for Total Return
and Consistent Return, relative to the fund's peers for risk-adjusted returns,
for three and five years, as of November 30^th, 2012. Both are ranked as
"Lipper Leaders" for the three- and five-year periods.
IMCV takes a unique approach to international equity investing. The fund is
managed using a bottom-up, benchmark-unconstrained approach, with the fund's
portfolio invested more than 70% away from the MSCI EAFE Index. IMCV's
holdings are highly diversified across countries, industry sectors and market
capitalization, with approximately 1500 stocks as of the end of February 2013.
This broad diversification is a major point of differentiation from IMCV's
peers, which are more highly concentrated, and helps lower risk by minimizing
the negative effects on fund performance of any single holding.
"Advisors are seeking a broad range of international investment options, and
are especially interested in gaining increased flexibility to a full range of
market capitalizations," said Carter Sims, Head of Intermediary Distribution
at Schroders. "We have been able to meet that demand with our strong suite of
international products, International Multi-Cap Value Fund being particularly
successful with their unconstrained approach to investing."
"Our approach challenges the conventional wisdom that diversification dilutes
returns. Holding many hundreds of stocks is an important driver of our excess
returns as it allows us potentially to exploit value and quality companies in
every corner of the world," said Stephen Kwa, Senior Client Portfolio Manager
at Schroders. "We view diversification as much about return generation as it
is about risk management."
For additional information, please contact Chris Moon of JCPR at 973-850-7304
or email@example.com, or Susan Schuppe, Schroders (New York), at 212-641-3910
About Schroder Investment Management North America Inc.
Schroder Investment Management North America Inc. is a unit of Schroders plc
(SDR.L), a global asset management company with approximately $344.5 billion
under management as of December 31, 2012.
Schroder's clients include major financial institutions including banks and
insurance companies, as well as local and public authorities, public and
private pension funds, endowments and foundations, intermediaries and
advisors, as well as high net worth individuals and retail investors. The firm
has built one of the largest networks of offices of any dedicated asset
management company with more than 340 portfolio managers and analysts covering
the world's investment markets, offering a comprehensive range of products and
Schroder Investment Management North America Inc. is an investment advisor
registered with the U.S. Securities Exchange Commission and as a Portfolio
Manager in various provinces in Canada. It provides asset management products
and services to clients in the U.S. and Canada including Schroder Capital
Funds (Delaware), Schroder Series Trust and Schroder Global Series Trust,
investment companies registered with the SEC (the "Schroder Funds"). Shares of
the Schroder Funds are distributed by Schroder Fund Advisors Inc., a member
FINRA. Schroder Investment Management North America Inc. and Schroder Fund
Advisors Inc. are indirect, wholly-owned subsidiaries of Schroders plc, a UK
public company with shares listed on the London Stock Exchange.
For additional information about Schroders, go to www.schroders.com/us.
Schroders has expressed its own views and opinions in this document and these
The views and forecasts contained herein are those of Schroder Investment
Management North America Inc. and are subject to change. The information and
opinions contained in this document have been obtained from sources we
consider to be reliable. No responsibility can be accepted for errors of facts
obtained from third parties. Reliance should not be placed on the views and
information in the document when taking individual investment and/or strategic
decisions. Past performance is no guarantee of future results. The value of
investments can go down as well as up and is not guaranteed. This press
release is intended to be for information purposes only and it is not intended
as promotional material in any respect. The material is not intended as an
offer or solicitation for the purchase or sale of any financial instrument
mentioned in this press release.
Risks: All investments, domestic and foreign, involve risks including the risk
of possible loss of principal. The market value of a fund's portfolio may
decline as a result of a number of factors, including adverse economic and
market conditions, prospects of stocks in the portfolio, changing interest
rates, and real or perceived adverse competitive industry conditions.
Investing overseas involves special risks including among others, risks
related to political or economic instability, foreign currency (such as
exchange, valuation, and fluctuation) risk, market entry or exit restrictions,
illiquidity and taxation. Emerging markets pose greater risks than investments
in developed markets. Please see the prospectus for a full description of the
risks associated with the fund.
Lipper: Lipper Leaders rankings and methodology are available at
www.lipperweb.com. The Lipper Fund Award criteria are as follows: Funds
registered for sale in the respective country as of the end of the calendar
year of the respective evaluation year. At least 36 months of performance
history as of the end of the calendar year of the respective evaluation year.
Lipper Global classifications with at least ten distinct portfolios based on
the primary share class definition, excluding residual classifications,
institutional, private, closed-end, exchange traded, insurance and linked
funds. Asset classes: equity, bond, and mixed-asset except for Absolute Return
funds where money market and other fund asset types are considered as well.
Lipper Ratings for Total Return reflect fund historic total return performance
relative to peers. Lipper Ratings for Consistent Return reflect fund
historical risk-adjusted returns relative to peers. Lipper Ratings for
Preservation are relative, rather than absolute. Lipper Ratings for Expense
reflect fund expense minimization relative to peers. Lipper Ratings for Tax
Efficiency (U.S. Only) reflect fund historical ability to postpone taxable
distributions. Lipper Ratings DO NOT take into account the effects of sales
charges. Overall Ratings are based on an equal-weighted average of percentile
ranks for each measure over 3-, 5-, and 10-year periods (if applicable).
Lipper, a Thomson Reuters company, provides independent insight on global
collective investments including mutual funds, retirement funds, hedge funds,
fund fees and expenses to the asset management and media communities. Lipper
ranks the performance of mutual funds within a classification of funds that
have similar investment objectives. Rankings are historical with capital gains
and dividends reinvested and do not include the effect of loads. If an expense
waiver was in affect, it may have had a material effect on the total return or
yield and, therefore, the raking for the period.
Please consider a fund's investment objectives, risks, charges and expenses
carefully before investing. For a free prospectus, which contains this and
other information on any Schroders fund, visit www.schroderfunds.com, call
your financial advisor or call (800) 730-2932. Read the prospectus carefully
Contact: Chris Moon
SOURCE Schroder Investment Management North America Inc.
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