Schroder Income Portfolio A Accumulation GBP

The fund aims to provide an income of 3% to 5% per year and capital growth 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 50% to 65% of that of global stock markets.

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 seeks to achieve the target average volatility by varying the weighting of asset types.

The fund's potential gains and losses are likely to be constrained by the aim to achieve its target average volatility. The fund's volatility may be higher or lower than the target average level if the investment manager believes it is necessary to seek to mitigate potential losses.

https://www.schroders.com/en-gb/uk/individual/fund-centre/?language=en&location=uk&channel=individual&clientId=schroders&clientVersion=v1&externalId=SCHDR_F0000003ID&r=%2Ffund%2FSCHDR_F0000003ID%2F