Schroder Multi Asset Growth A
875 Third Avenue New York NY 10022
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Phone: 800-464-3108
| Category: | World Allocation | | Fund Family: | Schroder | | Net Assets: | 24.50M | | Year-to-Date Return: | -7.71% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Dec-07 |
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Andreas Koester
Lead Manager since
20-Dec-07 | | | Koester is head of Multi-Asset Solutions, Europe of Schroders. He has been an employee of SIMNA Ltd. since 2005. Prior to that Koester served as senior portfolio manger of AXA Investment Managers from 2001 to 2005. Koester holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests in traditional asset classes and in alternative asset classes. It allocates investments among a broad array of traditional asset classes, such as equity and fixed-income investments, and less traditional, alternative asset classes, such as investments in real estate, commodities, currencies, and private equity, and investments in absolute return strategies. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 50.86% |
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| Expense | SALAX | Category
Avg | | Total Expense Ratio: | %
| 1.17% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.50%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.39% | | 3 Yr Expense Projection*: |
$1,193 | $684 | | 5 Yr Expense Projection*: |
$N/A | $1,055 | | 10 Yr Expense Projection*: |
$N/A | $2,095 |
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1.49% Nasdaq 0.00%
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