Schroder Dynamic Multi Asset Z Inc

Fund

Fund Info

  • Yield History1.05%
  • 3 Year sharpe0.76
  • 3 Year alpha0.43
  • Distribution Typeincome
  • BenchmarkConsumer Price Inflation +4%
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.40%
  • SectorFlexible Investment
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B2Q1N909

Investment Strategy

The Fund’s investment objective is to deliver positive returns over a market cycle based on long term capital growth and income primarily through investment in collective investment schemes as well as directly held transferable securities, derivatives, cash, deposits, warrants and money market instruments. The Fund may gain exposure to alternative asset classes including but not limited to property, commodities, hedge funds and private equity directly where permitted or through investment in transferable securities and other permitted assets which themselves invest in these asset classes.