Schroder Tellworth UK Dynamic Absolute Return

Fund Info Research

Overview

Short-Form Report

Investment 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

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.8 0.3 0.5 0.0 0.4 0.2 0.6 0.4 0.4 0.6 0.2 0.1 0.4
2022 0.1 0.0 0.4 0.0 0.4 0.5 0.4 0.9 0.2 0.4 0.7 0.2 0.6
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