Schroder QEP US Core Fund I Income GBP

The Schroder QEP US Core Fund actively seeks to achieve capital growth by primarily investing in U.S. and Canadian equities that display strong value and quality characteristics. It targets companies that appear undervalued based on factors like cash flow, dividends, and earnings, as well as those with high profitability, stability, and financial strength. The fund maintains a diversified portfolio by keeping sector and individual stock weights close to the S&P 500 benchmark, typically limiting any single sector to within 3% and each stock to around 0.75%. Additionally, it may include various other securities and derivatives to effectively manage and enhance the portfolio.