Schroder Retail Multi-Manager Strategic Balanced A Acc

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB00B2QTB342

Fund Type:

Unit Trust

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2024
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

The fund’s investment objective is to provide a total return primarily through investment in collective investment schemes as well as directly held transferable securities, derivatives, cash, deposits, warrants and money market instruments. The fund may also gain exposure to alternatives including commodities, hedge funds, private equity and property through investment in collective investment schemes and transferable securities.

View on Past Performance

The Schroder Multi-Manager Strategic Balanced fund provides a one step solution for investors looking for a flexible product that accesses a broad range of assets and financial markets. We seek to generate attractive returns over the long term by blending a diversified selection of around 15 market-leading funds from asset managers around the world. This 'fund of fund' approach allows us to tap into a blend of the best investment ideas across the industry.This portfolio is a true multi-asset product and managed to suit investors looking for a medium-risk, core portfolio holding. As well as investing in a range of equity funds focusing on the UK, US, European, Japanese, Asian and emerging markets, we also seek to add value through opportunities in alternative assets such as commodities, hedge funds, derivatives, private equity and property - areas which are often difficult for a private investor to access.The fund will also invest in bond funds and cash, depending on market conditions. Our strategic approach enables us to respond to varying opportunities and threats presented by differing market environments.

Fund Details

Latest Price 0.00 IMA Sector Mixed Investment 40-85% Shares
Currency Launch Date 06/09/2004
Fund Size n/a Fund Manager Rob Hall / Iain Cunningham
ISIN GB00B2QTB342 Dividend 0.00
 

Price Info

Date n/a
Bid 0.00
Offer 0.00
Currency n/a
Change 0.00
% n/a
YTD change 0.00
YTD % n/a

Fund Facts

Fund Inception 06/09/2004
Fund Manager Rob Hall / Iain Cunningham
TER 2.20 (31-Jan-2012)

Fund Reports

Minimum Investment
Initial 1000
Additional n/a
Savings 50
Charges
Initial n/a
Annual Mang't 1.50%
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.07

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