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Schroder MM Diversity Tactical

Elite Rated by FundCalibre

This multi-asset fund with a default position of around 80% in equities is run by the highly experienced duo of Marcus Brookes and Robin McDonald, who are supported by the wider Schroders team. They are prepared to be contrarian and will take relatively large tactical bets.

Company Description

Founded in London in 1804, today Schroders operates in more than 25 countries, employing more than 3,500 people, close to the markets in which they invest. With more than 35 offices worldwide, Schroders is listed on the London Stock Exchange and invests in a range of asset classes including equity, fixed income, multi-asset and alternatives. The group was awarded the Elite Equities Provider Rating in 2017.

Factsheet_schroders_logo

Fund Manager

Marcus Brookes and Robin McDonald have a long history of working together. They have developed a solid, comprehensive and proven investment process and share more than 30 years of investment experience between them.

Factsheet_brookes

As the saying goes, when seeking to be the best at anything you must be different, great and first. We’d take 2 out of those 3!

Marcus Brookes - Fund Manager

The Investment Process

The neutral position of this fund is 80% in equities, 5% in fixed interest/cash and 15% in alternatives (property, hedge funds, commodities). Within each area there is sufficient scope to use tactical overlays to enhance value; however, the managers keep a close eye on capital protection.

Risk

The risk levels of this fund could vary greatly over time. The neutral position of 80% equities may make it riskier than many of its peers at certain times. However, the managers can make significant moves away from the neutral position, often increasing cash weightings when they can find little value.

Our Opinion

The managers’ contrarian thinking is a differentiator from many other ‘me-too’ multi-manager funds, and its risk-adjusted track record suggests that this strategy has worked well.

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©2014 FundCalibre Limited. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a fund, and (5) are not warranted to be correct, complete, or accurate. FundCalibre shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. The Elite Fund rating is subjective in nature and reflects FundCalibre’s current expectations of future events/behaviour as they relate to a particular fund. Because such events/behaviour may turn out to be different than expected, FundCalibre does not ,guarantee that a fund will perform in line with its FundCalibre benchmark. Likewise, the Elite Fund rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. FundCalibre disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the Elite Fund rating.