Schroder MM Diversity Balanced Z Inc


Fund Info

  • Yield History0.54%
  • 3 Year sharpe0.72
  • 3 Year alpha-0.04
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.33%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupSchroders
  • DomicileUnited Kingdom

Investment Strategy

The Schroder MM Diversity Balanced Fund seeks to deliver long term capital growth from exposure to a diversified portfolio of investments including equities, bonds, fixed interest and cash. It will also aim to provide a moderate income. The Fund will have exposure to both United Kingdom and overseas markets. It may seek to protect capital through active asset allocation and the use of derivatives where appropriate.