Schroder Multi-Asset Total Return Fund

This fund has been launched into an ever-growing market that was started by Standard Life and has seen Invesco, Aviva and others follow. They haven’t tried to copy what has been done by others but modelled it around a similar strategy that they have been running for ten years.

The aim is to achieve a return of 4% above cash over a three-year period. In doing this they aim to keep volatility low but capture some of the upside. The approach invests across three buckets:

  1. Return seeking component – this is the part of the portfolio which returns most but contains the greatest volatility. It looks over a one to three-year time frame and is based on valuations and the economic cycle
  2. Risk reducing component – this is there to provide downside protection. This part of the portfolio that is expected to provide flat returns
  3. Diversifiers – these are mixed with the return seeking component to deliver the returns

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Fund Facts Morningstar

Notes

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