Schroder International Selection Fund Global Multi-Asset Income B Distribution USD MRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.0 | 4.9 | -2.5 | 4.6 | 3.0 | |
+/-Cat | -5.2 | -3.4 | 0.8 | 0.5 | -0.1 | |
+/-B’mrk | - | -3.6 | 0.0 | -2.8 | -0.3 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 17/05/2024 | USD 71.90 | |
Day Change | -0.33% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU0757360291 | |
Fund Size (Mil) 17/05/2024 | USD 865.31 | |
Share Class Size (Mil) 17/05/2024 | USD 0.44 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 2.17% |
Morningstar Research |
Analyst Report | 31/03/2024 Morningstar Manager Research, Morningstar, Inc |
Risk management continues to be the weak spot of Schroder ISF Global Multi-Asset Income, which suffered yet another large drawdown in the first quarter of 2020 despite several changes to the process over 2018 and 2019 by the new manager. Most... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 23 |
Parent | 24 |
Process | 22 |
Performance | |
Price |
Investment Objective: Schroder International Selection Fund Global Multi-Asset Income B Distribution USD M |
The Fund aims to deliver an income of 3-5% per annum and capital growth over a three to five year period after fees have been deducted by investing in a diversified range of assets and markets worldwide. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Remi Olu-Pitan 01/09/2018 | ||
Dorian Carrell 01/09/2018 | ||
Inception Date 18/04/2012 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Schroder International Selection Fund Global Multi-Asset Income B Distribution USD M | 30/04/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|