Schroder Income Portfolio Z Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.95%
  • 3 Year sharpe0.41
  • 3 Year alpha-3.87
  • Distribution Typeaccumulation
  • BenchmarkUK CPI
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.08%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B4K1MN77

Investment Strategy

The Fund aims to provide an income of 3% to 5% per year and capital growth by investing in a diversified range of assets and markets worldwide with a target average annual volatility (a measure of how much the Fund's returns may vary over a year) over a rolling five year period of between 50% to 65% of that of global stock markets (represented by the MSCI All Country World index). The Fund is actively managed and invests its assets in collective investment schemes, closed ended investment schemes, real estate investment trusts and exchange traded funds which themselves invest worldwide in any of the following: equity or equity related securities; fixed income securities (including government bonds and corporate bonds); currencies; and alternative assets.

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