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

Wealth Club launches UK's first private markets SIPP

Wealth Club launches UK's first private markets SIPP

45% income tax relief

Patrick Brusnahan
clock 24 March 2026 • 1 min read
Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

'More often, it's the quieter disciplines that matter most'

Phillip Young
clock 23 March 2026 • 3 min read
Crypto investors receive 40 times more HMRC tax warnings than stock traders

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Data shows enforcement activity shift

clock 19 March 2026 • 2 min read