Schroder Multi-Asset Total Return Z Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.73%
  • 3 Year sharpe0.23
  • 3 Year alpha-2.85
  • Distribution Typeincome
  • BenchmarkICE LIBOR 3 Month GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • 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. The Fund is actively managed and invests directly, or indirectly through collective investment schemes, exchange traded funds, real estate investment trusts and closed ended funds, and derivatives in equity and equity related securities, fixed and floating rate securities, commodities and currencies worldwide. The weightings of these holdings are adjusted in response to changing market conditions.

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