Schroder Blended Portfolio 6 Z Acc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The fund aims to provide capital growth and income by investing in a diversified range of assets and markets worldwide with a target average annual volatility over a rolling five year period of between 65% to 80% of that of global stock markets.
Fund Exposure
The fund is actively managed and invests in collective investment schemes, closed ended investment schemes, real estate investment trusts, and exchange traded funds which themselves invest worldwide in equity or equity related securities, fixed income securities, currencies, alternative assets, and derivatives. The fund invests between 40% and 85% of its assets in equity and equity related securities.
Risks
The fund's potential gains and losses are likely to be constrained by the aim to achieve its target volatility range. The fund's volatility may be higher or lower than the target range if the investment manager believes it is necessary to seek to mitigate potential losses.