Schroder Institutional Pacific I Acc (0P0000254X.L)
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Schroder Institutional Pacific I Acc
1 London Wall Place
0800 182 2399
Management information
,Lead manager since 1 January 2019
- Investment career commenced in 2007 and joined Schroders in 2011
- Currently a fund manager managing Developed Pacific ex Japan Equity strategy, based in Singapore.
- Belinda transferred to the Singapore office in October 2017. Previously, she was working in Sydney office responsible for researching Australian sectors such as Utilities, Food Retail, Beverages, General Retail, Diversified Financials sectors.
- Prior to Schroders, Belinda was from Optiver Asia Pacific based in Sydney where she held the position of Equities Research Analyst from January 2009 until May 2011.
- Her investment career commenced in February 2007 as an Associate Equities Analyst with the Commonwealth Bank of Australia.
- Bachelor of Commerce (Accounting and Finance) from University of New South Wales
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familySchroder Unit Trusts Limited
Net assets191.82M
YTD return-1.05%
Yield3.32%
Morningstar rating★★★★★
Inception date18 Mar 2024
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover7.35%
Average for categoryN/A
Fees and expenses
Expense0P0000254X.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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