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Schroder Multi-Asset Total Return L Acc

Ranked 55 out of 57 in - Absolute Return GBP over 12 months
All calculations are in GBP unless stated

Managed by

Alastair Baker

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.

Objective

The Fund aims to provide capital growth and income of UK 3 month LIBOR + 4% perannum (gross of fees) over rolling three year periods by investing in a diversified range of assets and markets worldwide, also aims to limit losses when markets fall.This cannot be guaranteed and your capital is at risk.The Fund invests directly or indirectly (through collective investment schemes, ETFs and derivatives) in equity and equity related securities, fixed and floating rate securities,commodities and currencies worldwide. As the Fund is index-unconstrained it is managed without reference to an index.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.0% -1.1% -0.2% -1.1% -4.7%
2017 1.6% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/04/2017
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00BYXYW887

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • 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).