Investment Objective
The Fund aims to provide capital growth above the Secured Overnight Financing Rate (SOFR) after fees have been deducted over three years by investing predominantly in equity and equity related securities worldwide (tilted to Asia, Europe, Global and EM).
It follows a multi-manager market neutral approach to provide a single access point to the best of Schroders alpha, whilst having a positive impact in the society (SFDR article 8).
By combining a diversified set of underlying strategies in a risk managed, market neutral way, it seeks to provide robust returns with low correlation to markets, modest volatility whilst limiting drawdowns. Dynamic strategy selection and active risk management seeks also to add incremental value.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.9 | 0.1 | 0.4 | 0.0 | 0.1 | 0.2 | 0.4 | 0.7 | 0.2 | 0.7 | 0.6 | 0.1 | 0.5 | |
| 2024 | 0.9 | 0.9 | 0.1 | 0.1 | 0.7 | 0.2 | 0.0 | 0.5 | 0.3 | 0.9 | 0.4 | 0.4 | 0.3 |
