Schroder Global Active Allocation Inst

The Fund aims to outperform the YFYS Benchmark applying to Alternative Assets and strategies while limiting the tracking error against that benchmark to not more than 2% p.a. (ex-post, over rolling three-year periods). The Fund references a strategic asset allocation of 50% global bonds and 50% global equities, which acts as a neutral position around which there is flexibility to vary the broad asset allocation between bonds and equities using Schroders’ valuation, cycle and liquidity framework.