Schroder UK Multi-Cap Income Fund Q1 Accumulation
ISIN GB00BJRSTN51 / Valor 11300997
Schroder UK Multi-Cap Income Fund Q1 Accumulation
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General Objective
The fund aims to provide income and capital growth in excess of the FTSE All Share (Gross Total Return) Index over a three to five year period, while also aiming to deliver an income of 5% per year.
Fund Exposure
The fund invests at least 80% of its assets in equities of UK companies, focusing on companies with a range of market capitalizations that have certain "Quality" characteristics. The fund may also invest in other securities, countries, regions, industries, currencies, collective investment schemes, warrants, and money market instruments.
Risks
The fund's investment strategy may underperform a similar portfolio of equities without a derivative overlay in periods when the underlying equity prices are rising, but has the potential to outperform when the underlying equity prices are falling. Additionally, the income of 5% per year is not guaranteed and could change depending on market conditions.
Source
https://www.schroders.com/en-gb/uk/institutional/fund-centre/?language=en&location=uk&channel=institutional&clientId=schdr&clientVersion=v1&externalId=SCHDR_F00001C73G&r=%2Ffund%2FSCHDR_F00001C73G%2F&fundName=Schroder-UK-Multi-Cap-Income-Fund-L-Income
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