Schroder International Selection Fund Cross Asset Momentum I Accumulation USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 19.2 | -4.9 | 5.3 | |||
+/-Cat | -9.5 | 1.8 | -4.0 | |||
+/-B’mrk | 23.8 | -15.1 | -1.0 | |||
Morningstar Restructure Date: 01/05/2021 | ||||||
Category: Systematic Trend USD | ||||||
Category Benchmark: Morningstar US Mod Tgt Allo... | ||||||
Effective 01/05/2021, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Key Stats | ||
NAV 25/04/2024 | USD 89.84 | |
Day Change | -0.88% | |
Morningstar Category™ | Systematic Trend USD | |
ISIN | LU0487285610 | |
Fund Size (Mil) 25/04/2024 | USD 502.60 | |
Share Class Size (Mil) 25/04/2024 | USD 230.87 | |
Max Initial Charge | - | |
Ongoing Charge 12/09/2023 | 0.05% |
Investment Objective: Schroder International Selection Fund Cross Asset Momentum I Accumulation USD |
The Fund aims to provide capital growth in excess of 3- month USD T-Bills +3% per annum before fees have been deducted* over a three to five year period by investing in a diversified range of assets and markets worldwide. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Johanna Kyrklund 01/05/2020 | ||
Keir Livesey 09/07/2018 | ||
Click here to see others | ||
Inception Date 17/02/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE BofA US 3M Trsy Bill TR USD | Morningstar US Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Schroder International Selection Fund Cross Asset Momentum I Accumulation USD | 29/02/2024 |
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