Fund
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North America
Fund Size
-
Yield History
-
Ongoing Charge (OCF)
-
3 Years Sharpe
-
3 Years Alpha
-
52w Low / High
- / -
NAV Price
-
Chg
-
-
Updated: -
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Fund Size
-
Yield History
-
Ongoing Charge (OCF)
-
3 Years Sharpe
-
3 Years Alpha
-
52w Low / High
- / -
This stock can be held in:
Fund Info
Distribution Type
accumulation
Manager Group
Schroders
Domicile
United Kingdom
ISIN
GB00BYP25144
Benchmark
S&P 500 TR GBP
Legal Structure
Unit Trust
Investment Strategy
The Fund aims to provide income by investing in equity and equity related securities of large US companies. The Fund aims to deliver an income of 5% per year but this is not guaranteed and could change depending on market conditions. The Fund invests at least 80% of its assets in a passively managed portfolio of the top 500 listed US companies by market capitalisation.
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