Ten Schroders funds red flagged due to underperformance

Assessment of Value report shows

Linus Uhlig
clock • 3 min read

In its latest Assessment of Value report, Schroders has red flagged ten of its funds for consistent underperformance.

Each of the ten funds were highlighted for their persistent performance issues and awarded an icon that "recognises that the fund is not demonstrating value in that area consistently", the report stated.  The strategies marked out were: Schroder European Sustainable Equity; Schroder Global Equity Income; Schroder Global Sustainable Value Equity; Schroder European Alpha Plus; Schroder Digital Infrastructure; Schroder Global Recovery; Schroder UK Alpha Plus; Schroder UK Dynamic Smaller Companies; Schroders Capital UK Real Estate and the Schroders Capital UK Real Estate Fund Feeder trust. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Why should investors back China in the worldwide robotics race?

Why should investors back China in the worldwide robotics race?

The race to identify Asia's hidden gems

Xin-Yao Ng
clock 19 June 2026 • 5 min read
UK small-caps – down and out or ready for a rope-a-dope?

UK small-caps – down and out or ready for a rope-a-dope?

'Our faith is rooted in our own in-depth research and direct engagement with businesses'

Eustace Santa Barbara
clock 19 June 2026 • 5 min read
US-Iran truce eases inflation picture but markets to experience 'hangover'

US-Iran truce eases inflation picture but markets to experience 'hangover'

Fed and BoE face 'balancing act'

Michael Nelson
clock 15 June 2026 • 3 min read