Schroder UK Dynamic Absolute Return


Fund Strategy Equity Long / Short
Fund Geography UK
Investment Advisor Schroders
Portfolio Manager Paul Marriage, John Warren
Fund Currency GBP
Fund AUM £374.2m
Fund AUM as of 25 September 2019
Max Gearing / Exposure 300% Gross / 75% Net
Fund Inception 07 September 2009
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The objective of the Fund is to achieve absolute returns through targeted investment strategies independent of UK market conditions or indices. The manager will invest predominantly in UK companies (incorporated, or with businesses mainly in the UK) and will be targetting a net return (after fees) of at least 10% pa, with volatility of less than the FTSE All Share. The managers have an unconstrained investment approach and will normally have around 30-60 positions with a focus on stock selection.

Reference Index

FTSE All Share


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