Schroder GAIA Egerton Equity

Investment Objective

To provide capital growth through direct investment, or indirectly through the use of financial derivative instruments and collective investment schemes, in equity and equity related securities globally including emerging markets (investment policy changed from a European focussed mandate in Feb 2012)

Reference Index

EONIA + 1%

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.5 0.9 0.4 0.9 0.8 0.8 0.6 0.3 0.1 0.0 0.0 0.8 0.7
2022 0.5 0.5 0.8 0.9 0.3 0.6 0.5 0.9 0.3 0.9 0.5 0.7 0.4

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