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The Fund aims to provide capital growth and income of ICE BofA 3 Month US Treasury Bill Index +5% per annum before fees have been deducted*over rolling three year periods by investing in a broad range of asset classes worldwide. There is no guarantee that the objective will be attained and your capital is at risk. The Fund is actively managed and invests directly or indirectly (through open-ended Investment Funds and derivatives) in equities and equity related securities, fixed and floating rate securities (issued by governments, government agencies, supra-nationals and companies), mortgage-backed and asset-backed securities, convertible bonds, currencies and Alternative Asset Classes (as defined in Appendix III of this Prospectus) such as real estate, infrastructure and commodity related transferable securities.
Name | Title | Since | Until |
---|---|---|---|
Simon Doyle | Head | 2016 | Now |
Biography | Simon is a senior portfolio manager within the global Multi-Asset team and has specific responsibility for Schroder’s Australian Fixed Income and Multi-Asset Investment capability managing over USD 10 billion in assets. Simon has over 30 years of industry experience joining Schroders in 2003 as Head of Strategy, before assuming overall responsibility for the Australian Multi-Asset capability in 2004. Simon was instrumental in developing Schroders “objective based” investment capability, launching the highly successful Schroder Real Return (CPI+5%) Fund in 2008. In 2016, Simon and his team launched the SISF Global Target Return Fund which uses the same investment process as the long standing Australian strategy but with an objective of achieving returns above USD cash. Simon is the lead portfolio manager for both strategies. | ||
Simon Stevenson | Head | 2019 | 2020 |
Biography | Simon joined Schroders in June 2008 initially as Head of Strategy, and works closely with Simon Doyle as co-Portfolio Manager in generating returns and researching investment ideas for the Schroder Real Return Strategy and Schroder Balanced Strategy. Simon is also responsible for research across a broad range of asset classes including equity markets, property trusts, fixed income, commodities and alternatives. He provides input into the global team on asset allocation and strategy issues with a focus on the Asia-Pacific region. His previous roles include Head of Research at Investa Property Group, Portfolio Manager and Economic Strategist at Merrill Lynch Investment Managers, Economist for Macquarie Investment Management, Senior Economist at Tactical Global Management (TGM) and Assistant Economist at Schroders in the mid 1990's. He has a Bachelor of Commerce (Honours) from Griffith University and was awarded the University Medal. |
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