Schroder US Equity Active ETF ACC USD
| Issuer: Schroders |
| Asset Class: Equity |
| TER: 39bps |
| Trading Currency: GBP |
| Pays Income: False |
| Listing Date: 07 May 2026 |
| Ticker: SEUS |
| ISIN: IE0003OZJ573 |
This investment vehicle offers a compelling strategy for investors seeking actively managed exposure to the U.S. equity market. The core objective is to deliver long-term capital growth by constructing a portfolio of high-quality American companies, with the goal of outperforming the S&P 500 benchmark. The investment philosophy is rooted in fundamental, bottom-up research, focusing on identifying businesses with sustainable competitive advantages, superior management teams, and robust financial health. This approach allows the portfolio managers to look beyond short-term market noise and invest in companies they believe have the potential for enduring value creation over a multi-year horizon.
The strategy results in a high-conviction, concentrated portfolio typically comprising between 40 and 70 individual stocks. This concentration distinguishes it from passively managed index funds, as each holding represents a deliberate decision based on in-depth analysis and a strong belief in the company's long-term prospects. The managers assess companies on their ability to generate strong returns on capital, maintain pricing power, and navigate various economic cycles. By focusing on quality and valuation, the fund aims to provide a degree of resilience during market downturns while capturing upside potential during periods of growth.
This product is structured as a transparent and liquid exchange-traded fund, combining the potential for alpha generation through expert stock selection with the operational benefits of an ETF. It is well-suited for investors looking to complement their core passive holdings with a dedicated active U.S. equity component. By entrusting capital to an experienced management team with a proven process, investors can gain access to a carefully curated portfolio of U.S. companies poised for long-term success, potentially enhancing overall portfolio returns.
The strategy results in a high-conviction, concentrated portfolio typically comprising between 40 and 70 individual stocks. This concentration distinguishes it from passively managed index funds, as each holding represents a deliberate decision based on in-depth analysis and a strong belief in the company's long-term prospects. The managers assess companies on their ability to generate strong returns on capital, maintain pricing power, and navigate various economic cycles. By focusing on quality and valuation, the fund aims to provide a degree of resilience during market downturns while capturing upside potential during periods of growth.
This product is structured as a transparent and liquid exchange-traded fund, combining the potential for alpha generation through expert stock selection with the operational benefits of an ETF. It is well-suited for investors looking to complement their core passive holdings with a dedicated active U.S. equity component. By entrusting capital to an experienced management team with a proven process, investors can gain access to a carefully curated portfolio of U.S. companies poised for long-term success, potentially enhancing overall portfolio returns.
Other Exchange Listings
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