Schroders Personal Wealth Cautious Portfolio Fund X Accumulation header image

Schroders Personal Wealth Cautious Portfolio Fund X Accumulation

Fund

ISIN GB00BLCVPQ84 / Valor null

NAV (2025-09-22)
GBP 1.06+0.09%

Schroders Personal Wealth Cautious Portfolio Fund X Accumulation
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The SPW Cautious Portfolio Fund is an actively managed global fund that invests in a diverse mix of assets, including international stocks, government and corporate bonds, real estate, commodities, and emerging market debt. It also incorporates alternative investments by using real estate investment trusts, exchange-traded funds, and other collective investment vehicles to gain broad exposure across various markets and asset classes. By strategically adjusting its holdings based on market conditions, the fund aims to provide both income and capital growth over a five to seven-year period.

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Global multi asset custom benchmark

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OTHER SHARE CLASSES OF THIS FUND

Schroders Personal Wealth Cautious Portfolio Fund Q Accumulation
Schroders Personal Wealth Cautious Portfolio Fund Q Accumulation Schroders Personal Wealth Cautious Portfolio Fund Q Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-0.26%GBP 1.15