Schroders expands multi-asset range with Total Return launch

Aiming to achieve 4% per annum

Laura Dew
clock • 1 min read

Schroders has launched a multi-asset total return fund run by Johanna Kyrklund, global head of multi-asset investments, and team.

The Multi-Asset Total Return fund aims to provide stable returns with low correlations to equity and bond markets. More specifically, it will target a return of 4% per annum over a rolling three-year period. It can invest across an array of asset classes including equities, bonds, currencies and commodities. During the investment process, the multi-asset team will start with an assessment of which asset classes are attractively valued according to the stage of the economic cycle, taking a one to three-year view. The team then construct forward-looking scenarios to help identify...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Multi-asset

Multi-asset teams sentiment indicator: Positive view on UK equities on 12-month view

Multi-asset teams sentiment indicator: Positive view on UK equities on 12-month view

Negative on US equities

Paul Ilott
clock 12 March 2024 • 5 min read
Morgan Stanley IM launches UCITS version of Systematic Liquid Alpha fund

Morgan Stanley IM launches UCITS version of Systematic Liquid Alpha fund

Offshore vehicle since August 2018

clock 21 February 2024 • 1 min read
MPS Watchlist: Helping advisers navigate the sector

MPS Watchlist: Helping advisers navigate the sector

Impact of Consumer Duty

Professional Adviser
clock 07 February 2024 • 1 min read
Trustpilot