asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: SCH0102AU
release_schedule: NO COMMENTARY
structure:
fund_features:
Schroder Strategic Growth Fund – Wholesale Class aims to deliver an investment return before fees of 5% p.a. above Australian inflation over the medium to long term. Inflation is defined as the RBA’s Trimmed Mean, as published by the Australian Bureau of Statistics.
- The Schroder Balanced Fund is an investment strategy which adopts a traditional multi-asset investment approach.
- The strategic asset allocation is formulated with Schroders’ proprietary medium term asset class return projections and risk expectations.
- Investment allocations are adjusted for shorter term considerations to derive the most suitable tactical asset allocation to add value and manage risk.
- This is complemented further by active security selection within asset classes to generate excess return relative to the benchmark indices.