Schroder MM Diversity Z Inc


Fund Info

  • Yield History0.44%
  • 3 Year sharpe0.54
  • 3 Year alpha0.46
  • Distribution Typeincome
  • BenchmarkUK CPI
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.25%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B602JM21

Investment Strategy

The Schroder MM Diversity Fund’s aim is to achieve long term capital growth over a rolling five-year period in excess of inflation (UK Consumer Price Index) from a portfolio invested across a broad range of asset classes. The Fund is intended to provide consistent rates of return with lower risk than more traditional approaches to portfolio management which tend to be largely dependent on the performance of equities. There is a risk to an investor’s capital. Investors may not get back the amount originally invested.