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

121.3270 USD

18/07/2018

up 0.1244

AUM (M) 3992.29

As of: 18/07/2018

Period 3M 6M 1Y 3Y 5Y
Change down 0.64% down 3.31% up 0.69% up 4.25% up 10.77%

NAV

11.8900 USD

18/07/2018

down 0.0634

AUM (M) 3883.33

As of: 18/07/2018

Period 3M 6M 1Y 3Y 5Y
Change down 5.03% down 5.31% up 6.28% up 15.55% up 33.15%

NAV

39.1101 EUR

18/07/2018

up 0.6023

AUM (M) 5853.42

As of: 18/07/2018

Period 3M 6M 1Y 3Y 5Y
Change up 0.76% down 1.52% up 3.86% up 10.20% up 60.81%

Economics

19JUL 2018

Is China’s currency weakness the latest salvo in trade tensions?

Economics

19JUL 2018

Is China’s currency weakness the latest salvo in trade tensions?

Quickview: Craig Botham questions whether China’s currency is being used as a weapon in trade tensions.

READ WHOLE ARTICLE

Markets

18JUL 2018

What is the best way to receive an income from my investments?

Markets

18JUL 2018

What is the best way to receive an income from my investments?

Investors relying on their portfolio to replace traditional sources of income can choose “natural income” or “decumulation”. Each has its merits.

READ WHOLE ARTICLE

Markets

17JUL 2018

Climate Progress Dashboard: Marking progress one year on

One year after Schroders launched the Climate Progress Dashboard, we take a look at the advances made in curbing global temperature rises.

Thought Leadership

16JUL 2018

Why investors are wrong about the role of the dollar

It is widely accepted that dollar strength is bad for emerging markets, something that seems to have been confirmed by a very tough 2018 for emerging…

Global Investor Study 2018

View the results

We spoke to over 22,000 people from 30 countries to explore financial expectations for retirement and how these compare to the experiences of people who have already retired.

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