Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Schroder ISF Glo Diversified Growth A Acc

Ranked 56 out of 67 in - Flexible EUR 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 Fund aims to provide long term capital growth and income of European inflation (as measured by the Harmonised Index of Consumer Prices (HICP)) +5% per annum (net of fees) by investing in a diversified range of assets and markets worldwide. The Fund aims to provide a volatility (a measure of how much the Fund's returns may vary over a year) of approximately two-thirds that of global equities over the same period.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.7%
2018 -8.7% -3.3% 0.3% 0.3% -6.2%
2017 10.8% 2.0% 3.3% 1.3% 3.8%
2016 19.4% 5.6% 5.8% 6.4% 0.4%
2015 -6.2% -2.5% -4.6% -1.5% 2.3%
2014 -1.2% -0.7% -0.5% -2.2% 2.2%
2013 13.7% 10.5% 0.0% 0.0% 2.8%
2012 4.8% 4.9% -6.0% 3.7% 2.6%
2011 -8.8% 3.0% 1.5% -12.0% -1.0%
2010 9.7% 5.4% -9.9% 9.8% 5.1%
2009 19.1% -5.9% 4.6% 18.5% 2.1%
2008 -6.8% 3.7% -3.4% -9.2% 2.4%
2007 3.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
EUR Cash 12.36%
Germany 0.000% 14-Aug-2019 9.21%
Belgium 0.000% 09-May-2019 8.19%
E-MINI RU MR19 4.72%
Netherlands 0.000% 27-Jun-2019 4.41%
MSCI EMERG MAR9 3.82%
STX OIL&GS MAR9 3.35%
Netherlands 0.000% 31-May-2019 3.01%
Belgium 0.000% 07-Mar-2019 2.77%
Schroder AS Asian Long Term Value Fund I 2.38%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Greece
  10. Hungary
  11. Iceland
  12. Ireland
  13. Italy
  14. Luxembourg
  15. Netherlands
  16. Norway
  17. Poland
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Kingdom

Fund Info

  • Launch date02/07/2012
  • Share Class size908Mn
  • Base currencyEUR
  • ISIN LU0776410689

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5.00%

Related News

Schroders bolsters multi-asset team with double hire

Schroders has appointed two senior analysts to boost its 90-strong multi asset investment and portfolio solutions team.

Investec hires ex-Schroders multi-asset man Spinks

Michael Spinks is to join Investec's asset management team, having decided to leave rival Schroders earlier this week.

Schroder multi-asset manager Spinks to depart

Mike Spinks, co-manager of the Schroder Diversified Growth and Schroder Completion funds,  has decided to leave the company.

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