Objective
The Fund seeks long-term total return.
Overview
A flexible asset allocation strategy across equities, fixed income, and alternatives that seeks market upside participation with less volatility over a market cycle.
The portfolio managers are supported by the full resources of Schroders.
Performance
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception. Fund Inception: 09/20/2023
Characteristics
Net Assets | $78 million |
---|---|
Dividend Frequency | Annually |
SPDR Gold MiniShares Trust | 4.33 |
Microsoft Corp. | 2.26 |
NVIDIA Corp. | 2.25 |
Apple, Inc. | 2.22 |
Alphabet, Inc. | 1.57 |
Amazon.com, Inc. | 1.30 |
Meta Platforms, Inc. | 0.92 |
Eli Lilly & Co. | 0.71 |
JP Morgan Chase & Co. | 0.62 |
Taiwan Semiconductor Manufacturing Co. Ltd. | 0.55 |
Total Portfolio % | 16.73 |
iShares iBoxx $ Investment Grade Corporate Bond ETF | 7.28 |
iShares iBoxx $ High Yield Corporate Bond ETF | 4.86 |
Federal National Mortgage Association | 3.33 |
Government National Mortgage Association | 2.22 |
iShares JP Morgan EM Local Currency Bond ETF | 2.11 |
Federal Home Loan Mortgage Corp. | 0.77 |
Total Portfolio % | 20.57 |
Insights
Fund Literature
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