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Equity Bottom-Up

Schroder Asian Total Return In / Equity Bottom-Up

<ul>
 <li>ATR offers unique exposure to the high-growth Asia Pacific (ex-Japan) region, with a focus on small and mid-cap companies, which are often underrepresented in broader market indices.</li>
 <li>The 'Total Return' strategy, which utilizes derivatives for capital preservation, is a key differentiator, designed to mitigate losses in falling markets and reduce volatility.</li>
 <li>Managed by an experienced and long-tenured team from Schroders, the trust has a strong long-term performance track record, though this is accompanied by the inherent volatility of Asian equity markets.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  ATR offers unique exposure to the high-growth Asia Pacific (ex-Japan) region, with a focus on small and mid-cap companies, which are often underrepresented in broader market indices.
  The 'Total Return' strategy, which utilizes derivatives for capital preservation, is a key differentiator, designed to mitigate losses in falling markets and reduce volatility.
  Managed by an experienced and long-tenured team from Schroders, the trust has a strong long-term performance track record, though this is accompanied by the inherent volatility of Asian equity markets.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Schroder Asian Total Return In (ATR LN) - Aug 2026

Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Jpmorgan Claverhouse It / Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the March 2026 index rebal event.</li>
<li>We see two M&amp;A-related intra-review changes for the F250 index prior to the March 2026 rebal. Both are likely to happen in the next two weeks.</li>
<li>Our latest estimates suggest there could be no regular changes for the F100 and F250 indexes during the March 2026 rebal which follows.</li>
</ul>


In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the March 2026 index rebal event.
We see two M&amp;A-related intra-review changes for the F250 index prior to the March 2026 rebal. Both are likely to happen in the next two weeks.
Our latest estimates suggest there could be no regular changes for the F100 and F250 indexes during the March 2026 rebal which follows.


Quiddity Leaderboard F100/F250 Mar26: Two High-Impact Intra-Review ADDs

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2025 index rebal event.</li>
<li>We see four M&amp;A-related intra-review changes for the F250 index prior to the December 2025 rebal and then four more after the rebal event.</li>
<li>Our latest estimates suggest there could be no regular changes for the F100 and F250 indices during the December 2025 rebalance.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2025 index rebal event.
We see four M&amp;A-related intra-review changes for the F250 index prior to the December 2025 rebal and then four more after the rebal event.
Our latest estimates suggest there could be no regular changes for the F100 and F250 indices during the December 2025 rebalance.


Quiddity Leaderboard F100/F250 Dec25: Solid Lineup of High-Impact Intra-Review Changes

US-EU Index & Corporate Actions Analyst, ORTEX

Harry Kalfas

US-EU Index & Corporate Actions Analyst

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/doordash-inc" target="_blank" data-smartkarma-citation="entities:28881:1" rel="noopener">DoorDash (DASH US)</a> has agreed to acquire <a href="https://www.smartkarma.com/entities/deliveroo-plc" target="_blank" data-smartkarma-citation="entities:27468:1" rel="noopener">Deliveroo (ROO LN)</a> in an all-cash transaction valued at approximately $3.9 billion, with Deliveroo shareholders receiving 180 pence per share.</li>
<li>The acquisition is expected to become effective on October 2, 2025, with <a href="https://www.smartkarma.com/entities/deliveroo-plc" target="_blank" data-smartkarma-citation="entities:27468:1" rel="noopener">Deliveroo (ROO LN)</a> founder and CEO Will Shu and several non-executive directors stepping down upon completion.</li>
<li>Following the deal, <a href="https://www.smartkarma.com/entities/deliveroo-plc" target="_blank" data-smartkarma-citation="entities:27468:1" rel="noopener">Deliveroo (ROO LN)</a> will be removed from UK and European indices, with replacements expected imminently.</li>
</ul>



DoorDash (DASH US) has agreed to acquire Deliveroo (ROO LN) in an all-cash transaction valued at approximately $3.9 billion, with Deliveroo shareholders receiving 180 pence per share.
The acquisition is expected to become effective on October 2, 2025, with Deliveroo (ROO LN) founder and CEO Will Shu and several non-executive directors stepping down upon completion.
Following the deal, Deliveroo (ROO LN) will be removed from UK and European indices, with replacements expected imminently.


DoorDash-Deliveroo $3.9B Deal Closes, Index Replacements Ahead

Schroder Asian Total Return In / Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2025 index rebal event.</li>
<li>We see five M&amp;A-related intra-review changes for the F250 index prior to the December 2025 rebal and then three more after the rebal event.</li>
<li>Our latest estimates suggest there could be no regular changes for the F100 and F250 indexes during the December 2025 rebalance.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2025 index rebal event.
We see five M&amp;A-related intra-review changes for the F250 index prior to the December 2025 rebal and then three more after the rebal event.
Our latest estimates suggest there could be no regular changes for the F100 and F250 indexes during the December 2025 rebalance.


Quiddity Leaderboard F100/F250 Dec25: Intra-Review Changes Galore; High-Impact Replacement Names

United Kingdom

Asian Total Return Investment Company plc is a closed-end Fund incorporated in the United Kingdom.  The Fund seeks to provide a high rate of total return through investment in equities and equity related securities of companies trading in the Asia Pacific region (excluding Japan). The Fund has a bias towards small and mid cap companies.

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Schroder Asian Total Return In (ATR LN)

Primer: Schroder Asian Total Return In (ATR LN) - Aug 2026

ATR offers unique exposure to the high-growth Asia Pacific (ex-Japan) region, with a focus on small and mid-cap companies, which are often...

αSK Primers

Quiddity Leaderboard F100/F250 Mar26: Two High-Impact Intra-Review ADDs

We expect Henderson Far East Income (HFEL LN) to be the intra-review F250 replacement for Dowlais (DWL LN). Ashtead Group (AHT LN) is set to be...

Afridi Reyal

Quiddity Leaderboard F100/F250 Dec25: Solid Lineup of High-Impact Intra-Review Changes

The Top 10 F250 potential ADDs from our Leaderboard could outperform the F250 index over the next few weeks due to intra-review index addition...

Janaghan Jeyakumar, CFA

DoorDash-Deliveroo $3.9B Deal Closes, Index Replacements Ahead

$3.9B DoorDash-Deliveroo deal completes October 2, reshaping DoorDash’s global profile and prompting replacements in UK and EU indices.

Harry Kalfas

Quiddity Leaderboard F100/F250 Dec25: Intra-Review Changes Galore; High-Impact Replacement Names

We expect at least five intra-review replacements in the F20 index prior to the December 2025 index review. There are three other deals that could...

Janaghan Jeyakumar, CFA

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