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 Global Target Return A Dis USD

Ranked 50 out of 68 in - Flexible USD over 3 months
All calculations are in GBP unless stated

Managed by

Simon Stevenson

Simon Stevenson joined Schroders in June 2008 as Head of Strategy, and works closely with Simon Doyle as co-portfolio manager in generating returns and researching investment ideas for the Schroder Real Return Strategy and Schroder Balanced Strategy. Stevenson is also responsible for research across a broad range of asset classes including equity markets, property trusts, fixed income, commodities and alternatives. His previous roles include head of research at Investa Property Group, portfolio manager and economic strategist at Merrill Lynch Investment Managers, economist for Macquarie Investment Management, senior economist at Tactical Global Management (TGM) and assistant economist at Schroders in the mid 1990's.

Objective

The Fund aims to provide capital growth and income of USD 3 month LIBOR +5% per annum (gross of fees) over rolling three year periods by investing in a broad range of asset classes worldwide. There is no guarantee that the objective will be attained and your capital is at risk.The Fund invests directly or indirectly in equities and equity related securities, fixed and floating rate securities (issued by governments, government agencies, supra-nationals and companies), mortgage-backed and asset-backed securities, convertible bonds, currencies and Alternative Asset Classes.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 28/11/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date17/10/2018
  • Base currencyUSD
  • ISIN LU1884788164

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management2.00%
  • Initial investment4.00%

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