Schroder Managed Wealth Portfolio Z Inc

Fund

Fund Info

  • Yield History1.11%
  • 3 Year sharpe0.90
  • 3 Year alpha0.33
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.32%
  • SectorUnclassified Sector
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B7134X76

Investment Strategy

The Fund aims to provide capital growth and income by investing in equity and equity related securities, fixed and floating rate securities and alternative assets worldwide. The Fund aims to achieve a return in excess of cash over the long term (with an emphasis on managing risk) but this cannot be guaranteed and your capital is at risk. The Fund invests at least 80% of its assets (directly (or indirectly through collective investment scheme, exchange traded funds, real estate investment trusts or closed ended funds) in equity and equity related securities, fixed and floating rate securities and alternative assets worldwide. As the Fund is index-unconstrained it is managed without reference to an index.