SCHRODER GLB EQUITY ACTIVE ETF ACC USD

Issuer: Schroders

Asset Class: Equity

TER: 49bps

Trading Currency: USD

Pays Income: False

Listing Date: 29 Sep 2025

Ticker: SAGE

ISIN: IE000BNLRWE6

This fund offers an actively managed approach to core global equity exposure, designed for investors seeking long-term capital growth. The strategy is built upon a fundamental, bottom-up stock selection process, concentrating on identifying high-quality companies across the world. This disciplined methodology allows the portfolio managers to be agnostic to specific benchmarks, sectors, or geographic regions, instead prioritizing individual company merits. The focus is on businesses with robust balance sheets, sustainable competitive advantages, and skilled management teams, aiming to build a portfolio of compelling investment opportunities.

The investment philosophy centers on identifying businesses with the potential for durable, long-term growth that the broader market may currently undervalue. Rigorous in-house research is fundamental to this process, enabling the team to construct a concentrated, yet prudently diversified, portfolio of their highest-conviction ideas. This focus on active stock selection differentiates the product from passive index trackers, offering the potential for performance that diverges from the market average. The objective is to generate alpha through skilled security analysis rather than simply replicating a broad market index.

This investment may be suitable for individuals looking to delegate asset selection to an experienced management team with expertise in global equity analysis. It can serve as a central component within a well-diversified portfolio for those with a long-term investment horizon and an appropriate tolerance for the inherent risks of equity markets. The ultimate goal is to deliver attractive compounded returns over a full market cycle, making it a potential option for growth-oriented investors.