0P0000WFLZ - Schroder International Selection Fund Global Multi-Asset Balanced C Accumulation USD Hedged

Other OTC - Other OTC Delayed Price. Currency in USD

Schroder International Selection Fund Global Multi-Asset Balanced C Accumulation USD Hedged

Sinyi Dist., Taipei City 110, Taiwan (R.O.C.)

Rm. B1, 2F., No.108, Sec. 5, Sinyi Rd.,

Management Information
,Lead Manager since August 31, 2018
Philippe Bertschi Multi-Asset Fund Manager – Joined Schroders in 2014 and is based in Frankfurt. – Philippe manages the absolute and relative return funds and segregated mandates. Philippe is the Co-fund manager of Schroder ISF Global Multi-Asset Balanced. – He is a member of the Currency Risk Premium SIGMA group. – Philippe was a Multi-Asset Analyst from 2014 to 2015 in Zurich, which involved supporting Zurich based Multi-Asset Fund Managers in a broad range of tasks. In addition, he was in charge of various projects within the European Multi Asset Team. – Prior to joining Schroders, he was an Asset Allocation Specialist at Credit Suisse from 2012 to 2014, which involved calculating the bank wide Asset Allocation recommendations. From 2010-2012, he was an Investment Consultant at Towers Watson, which involved providing investment consultation for pension funds and conducting asset liability management (ALM) studies. – CFA Charterholder. – MA in Economics from University of Zurich.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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

Fund FamilySchroder Investment Management (Europe) S.A.
Net AssetsN/A
YTD ReturnN/A
Morningstar Rating★★★★★
Inception DateJul 1, 2012

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0000WFLZCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A