Schroder Monthly Income Z Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History5.37%
  • 3 Year sharpe0.33
  • 3 Year alpha-6.36
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.90%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B66FVB83

Investment Strategy

The Fund aims to provide monthly income equal to 5% per annum 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 at least 80% of its assets directly, or indirectly through collective investment schemes, exchange traded funds, real estate investment trusts or closed end funds, in equity and equity related securities, fixed and floating rate securities and alternative assets worldwide.

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