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Schroder ISF Global Multi-Asset Income B Acc

Ranked 13 out of 16 in - Flexible USD over 12 months
All calculations are in EUR unless stated

Managed by

Aymeric Forest

Aymeric Forest, CFA is a multi-asset fund manager at Schroders Investment Management. He joined the firm in 2011 as a fund manager in the multi-asset team and as a member of the global asset allocation committee, his focus is on complex segregated mandates. Prior to joining Schroders, Aymeric worked in London at ABN AMRO Asset Management. He holds a DESS and MA in Finance.

Objective

The Fund aims to provide income and capital growth over the medium to longer term. The Fund will seek to achieve its objective by actively allocating assets between equity securities of companies globally, which offer attractive yields and sustainable dividend payments, global bonds and other fixed or floating rate securities (issued by governments, government agencies, supra-national or corporate issuers) which offer attractive yields, cash and Alternative Assets through ETFs, REITs and/or eligible derivative transactions. As part of its primary objective, the Fund also has the flexibility to implement active currency positions.

Showing fund performance in Portugal View performance globally

Performance

Flexible USD over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1% 4.5%
2017 -7.9% -0.3% -4.8% -3.2% 0.2%
2016 10.0% -2.8% 3.7% 1.3% 7.7%
2015 3.1% 14.7% -7.0% -5.5% 2.3%
2014 16.3% 1.4% 3.9% 6.1% 4.1%
2013 0.6% 5.9% -4.0% -2.4% 1.4%
2012 3.6% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Gibraltar
  8. Greece
  9. Iceland
  10. Italy
  11. Liechtenstein
  12. Luxembourg
  13. Malta
  14. Netherlands
  15. Norway
  16. Poland
  17. Portugal
  18. Spain
  19. Sweden
  20. Switzerland
  21. United Arab Emirates
  22. United Kingdom

Fund Info

  • Launch date18/04/2012
  • Share Class size46Mn
  • Base currencyUSD
  • ISIN LU0757359798

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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