Schroder Diversified Growth Inst Acc
Latest (Mid) Price:
GBX 105.30
Day Change:
-0.28%
| Shares Class | Inc. |
|---|---|
| Yield | 1.62 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 4,750,091,600.00 | Launch Date | 28/11/2008 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.65 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B3D5HJ08 | Min Topup (£) | 20,000.00 | Ongoing Charge (%) | 0.7100 (on 05/11/2019) |
Fund Objective
The fund’s investment objective is to achieve long term capital growth and income through investment in collective investment schemes as well as directly held transferable securities, derivatives, cash, deposits, warrants and money market instruments. The fund may gain exposure to alternative asset classes including but not limited to property, commodities, hedge funds and private equity directly where permitted or through investment in transferable securities and other permitted assets which themselves invest in these asset classes.
Fund Managers
Johanna Kyrklund
Johanna Kyrklund is the Group CIO and Global Head of Multi-Asset Investments. She joined Schroders in 2007, previously having worked at Insight Investment and Deutsche Asset Management in various fund management and asset allocation roles. As Group CIO, she oversees investment performance, philosophy and process for all asset classes (excluding private assets). As Global Head of Multi-Asset Investments, she is responsible for investments on behalf of multi-asset clients globally. Johanna has a degree in Philosophy, Politics & Economics from Oxford University and is a CFA Charterholder. Johanna is a member of the Cambridge University Investment Board.
Remi Olu-Pitan
Remi Ajewole is Fund Manager of UK Multi Asset portfolios including the Dynamic Multi-Asset Fund. She is a member of the Strategic Investment Group Multi-Asset (SIGMA), specializing in Equity and Volatility research. Her investment career commenced in 2006 upon joining Schroders. She is a Chartered Financial Analyst.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
