Schroder MM Diversity Tactical Z Inc

Fund

Fund Info

  • Yield History0.58%
  • 3 Year sharpe0.89
  • 3 Year alpha0.22
  • Distribution Typeincome
  • BenchmarkN/A
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.35%
  • SectorFlexible Investment
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B6028039

Investment Strategy

The Schroder MM Diversity Tactical Fund seeks to provide capital growth through exposure to a diverse range of asset types including equities, bonds, fixed interest, cash and any other permitted assets deemed appropriate to meet the investment objective. The Fund will follow a tactical asset allocation strategy through which it will seek to increase returns and reduce downside risk by making tactical adjustments to the Fund’s holdings based on market conditions.