Schroder Special Situations Fund Wealth Management USD Balanced C Accumulation USD
ISIN LU2804773542 / Valor 13474128
Schroder Special Situations Fund Wealth Management USD Balanced C Accumulation USD
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General Objective
The fund aims to provide capital growth and income of US CPI + 3.25% per annum after fees have been deducted over a seven to ten year period by investing in equity and equity related securities, fixed and floating rate securities, and alternative asset classes worldwide.
Fund Exposure
The fund is actively managed and invests directly or indirectly in equity and equity related securities, fixed and floating rate securities, and alternative asset classes worldwide. It may invest up to 35% of its assets indirectly in alternative asset classes through collective investment schemes, exchange traded funds, real estate investment trusts, or closed-ended funds worldwide. The fund may also invest up to 20% of its assets in China, either directly or indirectly through mainland China focused investment funds.
Risks
There is no guarantee that the fund's objective will be met and investors' capital is at risk. The fund may also use derivatives with the aim of reducing risk or managing the fund more efficiently.
Source
https://www.schroders.com/en-lu/lu/professional/funds-and-strategies/notifications/schroder-ssf/
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