Equities
Schroders launches small cap 'discovery' fund for Matthew Dobbs
Matthew Jeynes, 13 February 2012
Schroders has announced the launch of a new fund focused on achieving capital growth through investing in smaller companies in emerging markets and Asia.
The Schroders Small Cap Discovery fund, managed by Matthew Dobbs, will have a portfolio of between 70 and 100 stocks and will be placed in the IMA Global sector.
Dobbs is currently head of global and international small-cap equities at Schroders, in addition to managing the firm’s Pacific Equity portfolios such as the Asian Alpha Plus fund and the Asia Pacific and Oriental Income investment trusts.
According to figures from financial services website FE Trustnet, Dobbs has outperformed his peer group in seven out of the last ten years, with the three years of underperformance between 2006 and 2008. Over the last ten years, his funds have returned 70 per cent more than his peer group.
Dobbs commented, ‘Smaller companies in emerging markets and Asian regions are an increasingly attractive opportunity set, providing higher exposure to some of the most interesting themes such as consumer cyclicals, industrials and healthcare.
‘The number of potential smaller companies in emerging markets has risen substantially over the last decade, deepening the investment universe and enhancing the opportunity set.’
Robin Stoakley, managing director of UK intermediary at Schroders, added, ‘We’re very excited to be launching this “discovery” fund, which is complementary to investors who have exposure to smaller companies in developed markets.
‘Small Cap Discovery is designed for investors seeking attractive new areas of growth and alpha generation – perfect for this current environment.’
While the fund will focus on small-caps in the emerging markets and Asia excluding Japan regions, it has scope to invest in companies domiciled elsewhere but with a significant portion of their business in those regions.
Advertisement
Free Magazine: How To Invest For Income
Free Magazine: How To Invest For Income In this free edition of MarketViews, Peter Temple highlights key features that can make income-based investing generate such good results. Get your free copy here
Free Guide: 8 Common Trading Indicators
Get this free guide to find out how to use technical indicators to give you a sense of what the market will do next. Get your free copy here.
No hassle and no admin fees. Open an account now with The Share Centre. Find out more.
A free guide to Gold Investment
Physical Gold protects against global economic downturn by providing crucial portfolio balance. You can buy gold bars for your UK pension and receive up to 40% price discount via tax relief. Buy tax-free gold coins as an alternative to poor interest rates. Find out more and download this free guide to gold investment.
The TaxGuide.co.uk has a wealth of tips and advice from working out your tax bill, through to the latest personal tax rules. Get your personal tax tips today.
FREE Report: Inside Investment Trusts
Written by the team behind What Investment, this exclusive FREE report covers:
- Why Investment Trusts are better than Unit Trusts
- How new legislation is broadening the appeal of Investment Trusts
- Where to look for buying opportunities
- Why now is the time to buy Investment Trusts
- The Investment Trusts to invest in at the moment


Comments
Please register or login to comment on this article.