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Schroder Diversified Growth I Acc (0P0000649W.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
103.10+0.30 (+0.29%)
At close: 08:00PM GMT
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Schroder Diversified Growth I Acc

1 London Wall Place

Management Information
Johanna Kyrklund,Lead Manager since July 30, 2012
Johanna Kyrklund is Global Head of Multi-Asset Investments at Schroders, which involves being responsible for investments on behalf of Multi-Asset clients globally and is the lead portfolio manager of the Schroder Diversified Growth Strategy.Johanna leads the Multi-Asset Investments division, is a member of the Group Management Committee (GMC) and Chairs Global Asset Allocation Committee.She joined Schroders in 2007 and is based in London. Johanna was Fund Manager at Insight Investment from 2005 to 2007.She was previously Head of Asset Allocation at Deutsche Asset Management from 1997 to 2005.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGBP Flexible Allocation
Fund FamilySchroder Unit Trusts Limited
Net Assets4.39B
YTD Return3.46%
Yield1.42%
Morningstar Rating★★★
Inception DateNov 28, 2008

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0000649W.LCategory Average
Annual Report Expense Ratio (net)0.80%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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