Schroder MM Diversity Z Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.45%
  • 3 Year sharpe0.59
  • 3 Year alpha-0.92
  • Distribution Typeincome
  • BenchmarkUK CPI
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.34%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B602JM21

Investment Strategy

The Fund aims to provide capital growth in excess of the UK Consumer Price Index (after fees have been deducted) over a five to seven year period by investing in a diversified range of assets worldwide. The Fund is actively managed and invests its assets indirectly through collective investment schemes, exchange traded funds, real estate investment trusts and 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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