SG9999007520

Schroder Multi-Asset Revolution 70(SG9999007520)

Multi-asset
Global
CPF OA, CPF SA
Accumulating

Invest with

CPF OA, CPF SA

Payout type

Accumulating

Risk rating

About this fund

Description

The Fund aims to seek long-term capital appreciation through investment in multiple asset classes consisting of an actively managed basket of equities, fixed income, property and commodities-related securities in global markets.

Key information

Annual report

View

Product Highlight Sheet

View

Prospectus

View

Factsheet

View

Our perspective

Why we think this fund is best-in-class

Product

A dynamically managed multi-asset portfolio investing across equities, fixed income, cash and alternatives including gold. It actively adjusts allocations using a diversified selection of underlying Schroders funds and other instruments without a second layer of management fees and is benchmarked against a static 70% global equity / 30% global sovereign bond allocation.

People

Schroders is a leading global asset manager operating from over 30 locations worldwide and managing over EUR 700 billion in assets under management across its platform. Managed by a three-member team with complementary expertise: Keiko Kondo provides strategic oversight and global asset allocation committee representation (30+ years of industry exp.), Petr Kocourek delivers quantitative risk management (25+ years of industry exp.), and Lenna Chen contributes research-driven insights (15+ years at Schroders). The team-based approach reduces key-person risk while leveraging the deep expertise and resources of a 140+ member global multi-asset investment team, including the firm’s centralized in-house research group.

Performance

Aims to provide superior downside protection and a best-in-class risk-reward profile through active asset allocation and risk management. Historically, the Fund has exhibited lower volatility and delivered stronger risk-adjusted returns than its reference benchmark over a five-year period. Consistently delivered top-half quartile returns across a full market cycle relative to peers.

Process

Utilizes a disciplined, repeatable three-stage investment process: (1) Monthly research meetings of the global in-house research team, bringing 50+ professionals to evaluate six risk premia groups, (2) Global Asset Allocation Committee translating research into high-conviction asset allocation decisions with local representation, (3) SMART team implementation uses proprietary risk tools for precise position sizing and execution. The framework views asset classes as proxies for underlying risk premia, dynamically allocating based on macroeconomic cycles, valuation, and momentum analysis. The Fund’s allocations allow equities to range from 40-80%, fixed income from 15–55%, and cash from 0–20%.

Cost

Access to the Institutional share class with trailer rebates to achieve the lowest possible fees.

How it fits in a portfolio

The Fund serves as a strategic core holding for investors with a moderate risk tolerance seeking long-term growth. It functions as a "one-stop" solution, providing a globally diversified, professionally managed portfolio. Its dynamically managed allocation anchored around 70% equity and 30% bonds allows clients to efficiently target higher growth than a traditional 70/30 balanced fund, while benefiting from active asset allocation and superior risk management.

Compare funds

Performance

Returns

NAV

Shows the total return of this accumulating fund, which includes dividends reinvested.

Total returns

Cumulative

Annualised

All Time

141.63%

YTD

-5.49%

1 month

-6.69%

6 month

-3.23%

1 year

6.78%

3 year

32.57%

5 year

26.68%

10 year

96.60%

As of Mar 2026

Distributions

This is an accumulating fund, so dividends are re-invested at the fund level.

Risk metrics

Max drawdown

-16.27%As of Mar 2026

Volatility

8.41%As of Mar 2026

Calendar returns

Year	Total	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2026	-	1.3%	-0.0%	-6.7%	-	-	-	-	-	-	-	-	-
2025	10.9%	2.8%	-2.0%	-2.6%	-2.5%	3.8%	2.9%	3.2%	-0.2%	3.0%	2.6%	-0.7%	0.5%
2024	16.4%	2.9%	3.0%	3.4%	-2.1%	1.7%	3.5%	-1.8%	0.6%	0.0%	1.9%	2.5%	-0.2%
2023	11.6%	3.0%	-0.5%	0.3%	1.3%	0.5%	2.5%	1.1%	0.2%	-2.8%	-2.3%	5.3%	2.8%
2022	-15.5%	-3.7%	-1.7%	1.2%	-3.9%	-0.8%	-4.8%	3.0%	-1.5%	-5.2%	2.4%	1.4%	-2.8%
Load more		5 of 16

Subscription details

Initial investment

Minimum S$100

Subsequent investment

Minimum S$100

Top Exposures

Holdings

Regions

Sectors

Monetary Authority Of Singapore 0% (2026-04-02 Maturity)	9.59%
Monetary Authority Of Singapore 0% (2026-06-25 Maturity)	9.56%
Monetary Authority Of Singapore 0% (2026-04-16 Maturity)	7.49%
NVIDIA Corp	3.97%
Schroder ISF Glbl Corp Bd I Acc USD	3.13%
SPDR® Gold Shares	3.08%
Alphabet Inc Class A	2.87%
Microsoft Corp	2.69%
Broadcom Inc	2.11%
Meta Platforms Inc Class A	1.81%
Apple Inc	1.00%
Morgan Stanley	0.96%
Visa Inc Class A	0.87%
Coca-Cola Co	0.79%
JPMorgan Chase & Co	0.72%

Top exposures represent up to 15 of the fund's largest exposures for each category. Allocation percentages may not sum up to 100% and can include negative values due to rounding or trading activities by the underlying fund managers, including short positions.

Fund fees

1.49%0.87% p.a.

Save 41%

Fund facts

ISIN

SG9999007520

Fund house

Schroders

Fund size

S$368.5M

As of 16 Apr 2026

Fund benchmark

Morningstar EAA USD Mod Tgt Alloc NR USD

Fund inception date

15 Jun 2011

Fund class currency

SGD

Fund share class

SGD

Oldest share class ISIN

SG9999007520

Oldest share inception date

15 Jun 2011

Pricing frequency

Daily

Disclaimer: ©2025 Morningstar. All Rights Reserved. The information contained here relating to a particular collective investment scheme: (1) is proprietary to Morningstar Research Pte. Limited and/or its content providers (“Information Provider(s)“) unless otherwise specified; and (2) may not be copied or distributed. Neither the Information Provider nor Endowus guarantee or endorse the accuracy, reliability, completeness or timeliness of the information, or are responsible for any damages or losses arising from any use of this information. Further, for technical reasons, certain information provided by Information Provider may be different from that supplied by the respective fund houses.

This website is for information purposes only and is not and should not be construed as an offer or the solicitation of an offer or a recommendation for the purchase or sale of any investment or subscribe for, or to participate in, any services. Any opinion or estimate above is made on a general basis and none of Endowus, nor any of its affiliates, representatives, or agents have given any consideration to nor have made any investigation of the objective, financial situation, or particular need of any user, reader, any specific person or group of persons. Opinions expressed herein are subject to change without notice. You should carefully consider whether any investment views and investment products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice via Endowus' platform.

Investment involves risk. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Past performance is not an indicator nor a guarantee of future performance. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

You are responsible for downloads from this website. Endowus does not warrant that any downloads from this website will meet your needs or expectations, or be uninterrupted, secure, or error free or that any files available for downloading through this website are free of computer viruses or other harmful components. You alone are responsible for ensuring adequate protection and backup of data, software, computer, and other equipment is made and appropriate safeguard is in place to detect, prevent and eliminate computer viruses and other harmful effects. Neither Endowus nor the Information Provider will be responsible for any costs or expenses which may be incurred if your use of this website or if any downloads results in any servicing or replacement of property, material, equipment, or data.

This advertisement has not been reviewed by the Monetary Authority of Singapore.