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Schroder Sustainable Fut Mlt-Asst Z Inc (0P0000FYRW.L)

0.7992
+0.0001
+(0.01%)
At close: February 21 at 8:00:00 PM GMT

Fund Summary

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Schroder Sustainable Fut Mlt-Asst Z Inc

1 London Wall Place
0800 182 2399

Fund Overview

Category --
Fund Family Schroder Unit Trusts Limited
Net Assets --
YTD Return 2.74%
Yield 1.95%
Morningstar Rating
Inception Date Feb 10, 2023

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 18.10%
Average for Category --

Fees & Expenses

Expense 0P0000FYRW.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Dominique studied economics at the University of Mannheim, Germany. During this time, he worked as a junior researcher for the Mannheim Business School. After graduating, he joined Université Paris 1 Panthéon-Sorbonne for a master in Applied Mathematics and Quantitative Finance. In 2013, he worked as a research assistant for an EU project at the Institute for Banking and Finance at the University of Zurich. In his role, he did research in the field of risk management and measurement as well as financial market regulations. In September 2014, Dominique joined the Schroders convertible bond team initially as an analyst, and took over fund managing responsibilities in July 2017.CFA Dominique is a CFA Charterholder.

Morningstar Style Box

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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.

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