基本資料

投資策略

該基金旨在通過投資全球各地廣泛的資產類別，在三年的滾 動期內提供每年ICE BofA 3 Month US Treasury Bill Index +5%的資本增值和收益（扣除費用前*）。該基金被積極管理及直接或間接（通過開放式投資基金及衍生工具）投資於股本和股本相關證券、定息和浮息證券（由政府、政府機構、跨國組織和公司發行)、按揭和資產抵押證券、可換股債券、貨幣及另類資產類別。該基金可將其最多40%的資產持有開放式投資基金。然而，隨著該基金增長，投資經理預期該基金持有少於10%於開放式投資基金。該基金可投資於信貸評級低於投資級別的證券。

基金經理人

• Kibble Adam
• 資歷 2年(2023-02-01 至今)

• Adam has co-portfolio management responsibilities across the multi-asset strategies and funds. Adam is also the co-portfolio manager for the Schroder Absolute Return Income Fund whilst Mik Kase is on extended medical leave. He has extensive portfolio management experience initially at Queensland Investment Corporation, followed by 18 years at Macquarie Investment Management, where he has lead portfolio manager across global fixed income, currency and commodity strategies. Adam joined Schroders in 2020 as an Investment Director for Fixed Income and Multi-Asset and moved into the Multi-Asset team in early 2023, and is a member of our Foreign Currency and Rates Strategy Research Groups. Adam has a Bachelor of Commerce degree majoring in Finance from the University of NSW and is a CAIA Charterholder.

• Mullins Sebastian
• 資歷 6年(2019-02-01 至今)

• Sebastian is the Head of Multi-Asset and Fixed Income for Australia. He leads investment decision making for Schroders’ Australian Multi-Asset and Fixed Income portfolios and is the portfolio manager of the Schroder Real Return Fund strategies and the Global Total Return Fund. His responsibilities include the development of the investment process and strategy across the team’s product set, and co-ordinating the research and implementation functions of the team.
   
  He’s a member of several local strategy research groups including equities, credit and cycle. In addition, he contributes to the global Schroders Multi-Asset Investment Group (SIGMA) research platform as a member of the equity risk premium group. Sebastian has over 17 years’ experience in portfolio management and has been managing multi-asset portfolios for over 14 years. Prior to joining Schroders in February 2019, he worked for Nikko Asset Management in both Singapore and Sydney, as well as Challenger Limited in Sydney. Sebastian holds a Master of Applied Finance from Macquarie University in Australia as well as a Bachelor of Science (Honors) in Mathematics and Computer Science from the University of Bath in the UK.

基金費用

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