Schroder Special Situations Fund Wealth Management Sustainable Sovereign Bond IS Dist USD Hedged QV
ISIN LU2931235605 / Valor 14164209
Schroder Special Situations Fund Wealth Management Sustainable Sovereign Bond IS Dist USD Hedged QV
UMushroom community rating:
Schroder SSF Wealth Mgmt Sst Sov Bd aims to achieve capital growth and income by investing primarily in government bonds issued worldwide that align with the FTSE World Government Bond Index. The fund allocates at least 80% of its assets to these global government bonds, ensuring they meet the investment manager’s sustainability standards. It uses a passive, sampling approach to replicate the index's key characteristics without holding every bond, which helps optimize the portfolio and reduce transaction costs. Additionally, the fund typically invests over two-thirds of its assets in the index’s specific securities, adjusting as needed based on market conditions to best serve its shareholders.
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
