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Schroder Dynamic Multi Asset Inclusive - Class A - Income (GBP)

Sell:70.69p Buy:70.69p Change: 0.17p (0.24%)
Prices as at 13 November 2019
Sell:70.69p
Buy:70.69p
Change: 0.17p (0.24%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 13 November 2019
Sell:70.69p
Buy:70.69p
Change: 0.17p (0.24%)
Prices as at 13 November 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

13/11/14 to 13/11/15 13/11/15 to 13/11/16 13/11/16 to 13/11/17 13/11/17 to 13/11/18 13/11/18 to 13/11/19
Annual return 1.80% 2.74% 8.31% -3.45% 5.73%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Remi Olu-Pitan
Manager start date: 31 March 2012
Manager located in: London

Remi joined Schroders in 2006 on the graduate programme. Remi is Fund Manager for UK and European institutional multi-asset portfolios and is responsible for analysing equity markets and forex. She holds a Masters in Statistics, London School of Economics, a Bachelors in Business Finance, Durham University, and is a CFA charterholder since 2010.

manager photo
Manager Name: Johanna Kyrklund
Manager start date: 2 May 2008
Manager located in: London

Johanna Kyrklund, Head of Multi-Asset Investment - joined Schroders in March 2007 and is responsible for investment on behalf of all UK, European and US Multi-Asset clients. She is a member of the Global Asset Allocation Committee and 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 a fund manager of the Deutsche tactical asset allocation fund. She holds a degree in Philosophy, Politics & Economics from Oxford University and is a CFA charterholder. Johanna Kyrklund, has regularly featured on the Financial News FN100 lists of ?rising stars' for several years. She was first named a rising star in 2006 - an honour she has since held on to even during the worst of the financial crisis. For the last two years, Johanna also featured on the FN100 list of most influential women in finance.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account