Schroder International Selection Fund Cross Asset Momentum I Accumulation GBP Hedged header image

Schroder International Selection Fund Cross Asset Momentum I Accumulation GBP Hedged

Fund

ISIN LU0820943263 / Valor 19330518

NAV (2024-10-22)
GBP 77.60-0.48%

Schroder International Selection Fund Cross Asset Momentum I Accumulation GBP Hedged
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General Objective

The fund aims to provide a positive return after fees have been deducted over a three-year period by investing in a diversified range of assets and markets worldwide.

Fund Exposure

The fund is actively managed and invests in asset classes including equities, bonds, currencies, and commodities, in order to provide exposure to long and short strategies. The fund focuses on a momentum strategy and maintains a balanced exposure between long and short positions, gained through derivatives. It may also invest in bonds with sub-investment grade credit ratings and alternative asset classes including commodities.

Risks

Risks associated with this fund include market risk, credit risk, interest rate risk, currency risk, and derivatives risk. The fund may also hold substantial levels of cash and invest in open-ended investment funds, which may introduce additional risks to the portfolio. Investors should carefully consider these risks before investing in the fund.

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Source

https://www.schroders.com/en-lu/lu/professional/funds-and-strategies/notifications/schroder-isf/

Tags:
multi asset momentum 3-month usd t-bills

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OTHER SHARE CLASSES OF THIS FUND

Schroder International Selection Fund Cross Asset Momentum I Accumulation USD
Schroder International Selection Fund Cross Asset Momentum I Accumulation USD Schroder International Selection Fund Cross Asset Momentum I Accumulation USD Valor: 11017655
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.48%USD 85.57
Schroder International Selection Fund Cross Asset Momentum IZ Accumulation USD
Schroder International Selection Fund Cross Asset Momentum IZ Accumulation USD Schroder International Selection Fund Cross Asset Momentum IZ Accumulation USD Valor: 13617882
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.48%USD 92.54
Schroder International Selection Fund Cross Asset Momentum C Accumulation USD
Schroder International Selection Fund Cross Asset Momentum C Accumulation USD Schroder International Selection Fund Cross Asset Momentum C Accumulation USD Valor: 13620735
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.48%USD 92.51