Schroder Multi-Asset Total Return Z Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.12%
  • 3 Year sharpe-0.22
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkICE LIBOR 3 Month GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.86%
  • IA SectorTargeted Absolute Return
  • Manager GroupSchroders
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to provide capital growth and income of 3 month GBP LIBOR (or an equivalent reference rate) plus 4% per annum (before fees have been deducted) over rolling three year periods by investing in a diversified range of assets and markets worldwide. The Fund also aims to target a volatility (a measure of how much the Fund's returns may vary) range of 4% - 8% over the same period. This cannot be guaranteed and your capital is at risk.

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