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Schroder Multi-Asset Total Return Class L - Income (GBP)

Sell:49.13p Buy:49.13p Change: 0.08p (0.16%)
Prices as at 5 August 2020
Sell:49.13p
Buy:49.13p
Change: 0.08p (0.16%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 5 August 2020
Sell:49.13p
Buy:49.13p
Change: 0.08p (0.16%)
Prices as at 5 August 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and 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 the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

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

05/08/15 to 05/08/16 05/08/16 to 05/08/17 05/08/17 to 05/08/18 05/08/18 to 05/08/19 05/08/19 to 05/08/20
Annual return n/a n/a 0.18% -0.33% -2.69%

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 Name: Johanna Kyrklund
Manager start date: 28 April 2017
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.

Manager Name: Alastair Baker
Manager start date: 28 April 2017
Manager located in: London

Alastair Baker is the Head of the Commodity risk premia team of the Strategic Investment Group Multi-Asset at Schroders, which involves managing complex segregated institutional mandates and is a member of the Diversified Growth portfolio management team. He joined Schroders in 2007 and is based in London. Qualifications: CFA Charterholder; BSc in Economics and Econometrics from the University of Bristol.

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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account