Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Schroder Income Asset Allocation (annual Dividend) A (unhedged) (0P0000Z83P)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
20,569.000 -190.000    -0.92%
27/11 - Delayed Data. Currency in JPY
Type:  Fund
Market:  Japan
ISIN:  JP90C0009GS1 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 485M
Schroder Income Asset Allocation Dividend 1 Year A 20,569.000 -190.000 -0.92%

0P0000Z83P Overview

 
Find basic information about the Schroder Income Asset Allocation (annual Dividend) A (unhedged) mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000Z83P MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change14.72%
Prev. Close20,759
Risk Rating
TTM Yield0%
ROE26.97%
IssuerN/A
TurnoverN/A
ROA11.86%
Inception DateAug 13, 2013
Total Assets485M
Expenses1.61%
Min. InvestmentN/A
Market Cap17,094.79B
CategoryTactical Allocation
What is your sentiment on Schroder Income Asset Allocation Dividend 1 Year A?
or
Vote to see community's results!

Schroder Income Asset Allocation (annual Dividend) A (unhedged) Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1085 927 1105 1351 1525 1600
Fund Return 8.49% -7.35% 10.49% 10.55% 8.8% 4.81%
Place in category 32 113 51 7 18 10
% in Category 28 97 45 6 18 18

Top Equity Funds by Schroder Investment Management(Japan)Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schroder Japan Fund DC 21.31B 15.20 14.67 9.55
  Schroder Emerging Equity Div 1 Year 14.71B 21.09 5.56 6.31
  Schroder DC Fund Japan Equity 14.65B 9.30 7.86 7.54
  Schroder Japan Fund SMA/EW 11.57B 16.12 16.54 -
  Schroder DC Active Foreign Equity 12.12B 27.83 17.15 13.36

Top Funds for Tactical Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Pictet Multi-Asset Allocation Fund 204.55B 4.79 -0.01 1.71
  MUKAM Trend Allocation Open 59.58B 5.89 -0.37 -0.45
  AMOne Global Open B Div 4Y UnHedged 61.26B 11.22 10.23 7.21
  Nissay DC Nissay Stable Pursue 42.29B -0.36 -1.32 -0.32
  Pictet Asset Allocation Div 1 Month 39.01B 9.86 3.25 2.94

Top Holdings

Name ISIN Weight % Last Change %
Schroder Income Asset Allocation MF - 100.74 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Strong Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000Z83P Comments

Write your thoughts about Schroder Income Asset Allocation (annual Dividend) A (unhedged)
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email