Schroder Multi Asset Growth Adv
875 Third Avenue New York NY 10022
Map
Phone: 800-464-3108
| Category: | World Allocation | | Fund Family: | Schroder | | Net Assets: | 3.28M | | Year-to-Date Return: | 19.82% | | Yield: | 4.33% | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Dec-07 |
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Johanna Kyrklund
Lead Manager since
01-Dec-08 | | | Johanna joined Schroders in March 2007 and is responsible for investment on behalf of all UK Multi Asset clients a member of the Global Asset Allocation Committee and co-fund manager of the Schroders Diversified Growth Fund. Johanna holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests in traditional asset classes and in alternative asset classes. It allocates investments among a broad array of traditional asset classes, such as equity and fixed-income investments, and less traditional, alternative asset classes, such as investments in real estate, commodities, currencies, and private equity, and investments in absolute return strategies. |
| Last Dividend
(12-Dec-08):
| 0.34 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 65.49% |
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| Expense | SALVX | Category
Avg | | Total Expense Ratio: | 2.16%
| 1.17% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 4.95% | | Max Deferred Sales Load: | %
| 2.27% | | 3 Yr Expense Projection*: |
$ 1,074 | $718 | | 5 Yr Expense Projection*: |
$ 1,944 | $1,129 | | 10 Yr Expense Projection*: |
$ 4,187 | $2,251 |
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2.03% Nasdaq 
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