Schroder MM Diversity Balanced Z Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.54%
  • 3 Year sharpe0.53
  • 3 Year alpha-3.08
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.48%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B7K69S70

Investment Strategy

The Fund aims to provide capital growth and income by investing in a diversified range of assets and markets worldwide. The Fund seeks to offer a balanced exposure to equities, fixed and floating rate securities and alternative assets. The Fund is actively managed and invests its assets indirectly through collective investment schemes, 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. Alternative assets may include hedge funds, real estate, private equity and commodities.

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