Schroder MM Diversity Income Z Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.84%
  • 3 Year sharpe0.40
  • 3 Year alpha-2.52
  • Distribution Typeincome
  • BenchmarkUK CPI
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.22%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B418R656

Investment Strategy

The Fund aims to provide capital growth in excess of the UK Consumer Price Index (after fees have been deducted) and income of 4% per annum over a five to seven year period by investing in a diversified range of assets and markets worldwide. This cannot be guaranteed and your capital is at risk. 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, private equity, real estate and commodities.

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