Schroder International Selection Fund Global Multi-Asset Income C Distribution CHF Hedged QRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-04-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 1,6 | 8,5 | -10,5 | 14,2 | -5,0 | |
+/-Cat | -1,4 | -4,2 | -0,7 | 2,7 | -3,0 | |
+/-Idx | -2,3 | -6,6 | 1,0 | -4,8 | -6,2 | |
Categorie: Mixfondsen CHF Neutraal | ||||||
Categorie Benchmark: Cat 50%Citi SwissGBI&50%MSC... |
Kerngegevens | ||
Koers 14-05-2024 | CHF 62,03 | |
Rendement 1 Dag | -0,22% | |
Morningstar Categorie™ | Mixfondsen CHF Neutraal | |
Vestigingsland | Luxemburg | |
ISIN | LU0908639247 | |
Grootte Fonds (Mil) 14-05-2024 | USD 858,52 | |
Grootte Fondsklasse (Mil) 14-05-2024 | USD 0,52 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 08-05-2024 | 1,02% |
Morningstar Research |
Analyst Report | 31-03-2024 Morningstar Manager Research, Morningstar, Inc |
Risk management continues to be the weak spot of Schroder ISF Global Multi-Asset Income, which suffered yet another large drawdown in the first quarter of 2020 despite several changes to the process over 2018 and 2019 by the new manager. Most... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 23 |
Fondshuis | 24 |
Proces | 22 |
Rendement | |
Kosten |
Beleggingsdoelstelling: Schroder International Selection Fund Global Multi-Asset Income C Distribution CHF Hedged Q |
The Fund aims to deliver an income of 3-5% per annum and capital growth over a three to five year period after fees have been deducted by investing in a diversified range of assets and markets worldwide. |
Returns | ||||||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Remi Olu-Pitan 01-09-2018 | ||
Dorian Carrell 01-09-2018 | ||
Oprichtingsdatum 10-04-2013 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Not Benchmarked | Cat 50%Citi SwissGBI&50%MSCI Wld Free NR |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Schroder International Selection Fund Global Multi-Asset Income C Distribution CHF Hedged Q | 30-04-2024 |
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