Quick Stats

Bid Price - Offer Price -
Mid Price GBX 76.99 Day Change GBX -0.33 (-0.43%)
Price Date 15 Aug 2013 Crown Rating 1
Shares Class Inc. Yield 1.00 %
Total Expense Ratio 0.84 Fund Size 4,175,222,252.87
Launch Date 31/05/2006 Standard Initial Charge (%) 10.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.84
ISIN GB00B3D5HJ08 Min TopUp (£) 20,000.00

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 is responsible for investment on behalf of all UK, European and US Multi Asset clients. She is a member of Global Asset Allocation Committee and fund manager of the Schroder Diversified Growth funds. Johanna joined Schroders in March 2007. Prior to that, she specialised in tactical asset allocation strategies. From 2005 she worked at Insight Investment where she managed an unconstrained global macro absolute return fund. From 1997 to 2005 she worked at Deutsche Asset Management where she was Head of Asset Allocation in the UK and fund manager of the Deutsche tactical asset allocation fund. She is a CFA charterholder and holds a degree in Philosophy, Politics & Economics from Oxford University.