Schroder Dynamic Multi Asset Z Hedg

Quick Stats

Bid Price - Offer Price -
Mid Price EUX 107.00 Day Change EUX -0.40 (-0.14%)
Price Date 24 Feb 2017 Crown Rating 1
Shares Class Inc. Yield 0.49 %
Total Expense Ratio 0.00 Fund Size 546,832,700.00
Launch Date 02/05/2008 Standard Initial Charge (%) 0.00
Currency EUX ISA Eligible Yes
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BZ6VSN04 Min TopUp (£) 0.00

Fund Objective

The fund's investment objective is to deliver positive returns over a market cycle based on 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, Head of Multi-Asset Investments, joined Schroders in March 2007. Responsible for investment on behalf of all UK, European and US Multi Asset clients, member of Global Asset Allocation Committee, fund manager of the Schroder Diversified Growth funds. Prior to joining Schroders, Johanna 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. Johanna has a degree in Philosophy, Politics & Economics from Oxford University and is a CFA charterholder.