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Schroder Diversified Growth I Acc

Ranked 372 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Johanna Kyrklund

Johanna Kyrklund, CFA is head of multi-asset investments at Schroders Investment Management. She is responsible for investment on behalf of all UK, European and US multi-asset clients and is a member of the Global Asset Allocation Committee. Johanna joined the firm in 2007 and previously, she managed an unconstrained global macro absolute return fund for Insight Investment. Johanna graduated from Oxford University with a degree in Philosophy, Politics & Economics.

Remi Olu-Pitan

Remi Olu-Pitan, CFA joined Schroders Investment Management Ltd in 2006 where she is a fund manager of the UK multi-asset portfolios and a member of the Strategic Investment Group Multi-Asset (SIGMA) specialising in equity and volatility research. Remi graduated from the London School of Economics with an MA in Statistics and Durham University with a BA in Business Finance.

Objective

The objective of the Schroder Life Diversified Growth Fund is targeted return of RPI +5% per annum over a five to seven year period. The Life Diversified Growth Fund supports goals where there is a desire to grow assets to a similar extent as long-term investments, but with reduced volatility. The fund can invest in a broad array of asset classes, equities, bonds and a range of diversifiers.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 -7.3% -1.8% 0.1% 0.1% -5.7%
2017 8.5% 2.3% 0.9% 1.4% 3.6%
2016 5.7% -1.6% 1.6% 3.0% 2.7%
2015 -1.4% 4.2% -2.2% -5.6% 2.6%
2014 5.7% -0.1% 3.2% 0.5% 2.1%
2013 15.1% 7.1% -0.2% 3.0% 4.5%
2012 6.1% 4.7% -4.6% 5.1% 1.1%
2011 -6.3% 0.6% 0.2% -8.8% 2.0%
2010 14.3% 6.0% -4.7% 5.2% 7.6%
2009 33.2% -3.8% 15.9% 13.5% 5.3%
2008 -20.6% -3.5% 1.1% -9.1% -10.5%
2007 7.0% 2.3% 2.3% 1.2% 1.1%
2006 4.1% 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2018

Top 10 Holdings

Stock Size
Schroder ISF Em Mkts Debt Abs Ret I Acc 7.05%
EMINI S&P DEC8 5.56%
Schroder UK Property GBP I Inc 5.10%
US Treasury 0.625% 15-Jan-2026 3.47%
US Treasury 0.500% 15-Jan-2028 3.40%
Schroder ISF European Large Cap I Acc 3.08%
DAX INDEX DEC8 3.00%
STX OIL&GS DEC8 2.98%
Schroder QEP Global Emerging Markets 2.84%
TOPIX INDEX DEC8 2.73%
30/11/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/05/2006
  • Share Class size5,209Mn
  • Base currencyGBX
  • ISIN GB00B3D5HJ08

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).