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SCHRODER ISF EMERGING MARKETS DEBT ABS RET GBP HDG A DIS - Fund overview

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Overview of SCHRODER ISF EMERGING MARKETS DEBT ABS RET GBP HDG A DIS

A lower volatility, more absolute return orientated emerging market debt fund with the ability to invest across both local and external debt markets. The fund invests in the asset class via cash bonds, exposure to corporate debt will be limited. The fund will aim to achieve annualised returns of about 10% over a 3 year cycle whilst at the same time seeking to avoid a drawdown in any 12 month period. Hedged to £, domiciled in Luxembourg.

Standard Initial Charge

No data available.

Fund summary

Sector  Absolute Return
Product type  OFFSHORE FUND
Launched  May, 2005
Size  £3,749m
Yield 0.4%
Charging basis  –
Dividends paid  –
Bid price 2,414.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 2.00%

Bestinvest says


No information available.

Portfolio

schroder isf emerging markets debt abs ret gbp hdg a dis asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash

No data available.

No data available.

Investment process


The investment process combines top down analysis of global conditions and bottom up analysis of country conditions. Global markets are assessed quarterly through a focus on fundamentals, technicals, quantitative models and market sentiment. Country analysis is assessed weekly on the same basis with countries scored on the basis of a 6 factor model, with the aim of forecasting bond and currency market returns.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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