Schroder UK Absolute Target

Overview

Fund Strategy Equity Long / Short
Fund Geography UK
Investment Advisor Cazenove Capital Management
Portfolio Manager Steve Cordell
Fund Currency GBP
Fund AUM £41.2m
Fund AUM as of 20 July 2018
Max Gearing / Exposure 250% Gross / 50% Net
Fund Inception 18 July 2008
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Conservative

Fund Objective

The aim of the fund is to achieve absolute returns through targeted investment strategies independent of UK market conditions or indices. Target returns are to achieve an 8 - 10% net annual absolute return with less than two-thirds of the volatility of the FTSE All Share Index. The fund will target a porfolio of 40-80 large and mid-cap stocks (with a max 5% exposure to small caps).

Reference Index

FTSE All Share

Teaser@2x

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