Schroder International Selection Fund Global Multi-Asset Income A Accumulation GBP HedgedRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.0 | 4.2 | -13.8 | 10.6 | 2.4 | |
+/-Cat | -3.1 | -3.9 | -3.3 | 3.1 | -0.5 | |
+/-B’mrk | -4.3 | -3.8 | -4.5 | 1.4 | -1.2 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 26/04/2024 | GBP 127.32 | |
Day Change | 0.39% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0903425840 | |
Fund Size (Mil) 26/04/2024 | USD 857.52 | |
Share Class Size (Mil) 26/04/2024 | USD 42.78 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 02/10/2023 | 1.58% |
Morningstar Research |
Analyst Report | 29/02/2024 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 | |
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People | 23 |
Parent | 24 |
Process | 22 |
Performance | |
Price |
Investment Objective: Schroder International Selection Fund Global Multi-Asset Income A Accumulation GBP Hedged |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Remi Olu-Pitan 01/09/2018 | ||
Dorian Carrell 01/09/2018 | ||
Inception Date 27/03/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Schroder International Selection Fund Global Multi-Asset Income A Accumulation GBP Hedged | 31/03/2024 |
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