SG9999000277
Schroder Multi-Asset Revolution Fund (Dist.)

  • Multi-asset
  • Global
  • CPF OA, CPF SA
  • Distributing
Invest with
CPF OA, CPF SA
Payout type
Distributing
Risk rating
4
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
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 60% global equity / 40% global sovereign bond allocation.
Read more
people
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.
Read more
performance
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.
Read more
process
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 30–70%, fixed income from 25–65%, and cash from 0–20%.
Read more
cost
Cost
Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
Read more
selectionCriteria
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 60% equity and 40% bonds allows clients to efficiently target higher growth than a traditional 60/40 balanced fund, while benefiting from active asset allocation and superior risk management.
Read more
Invest in this fund
Performance
Shows the total return of this distributing fund, which includes dividends paid out.
All Time
​
Total returns
All Time
142.49%
YTD
1.81%
1 month
0.24%
6 month
6.81%
1 year
10.42%
3 year
37.23%
5 year
32.09%
10 year
94.20%
As of Feb 2026
Distributions
4.83%
Frequency
Quarterly
02 Jan 2026
Risk metrics
Max drawdown
-30.88%As of Feb 2026
Volatility
7.92%As of Feb 2026
Calendar returns
YearTotalJanFebMarAprMayJunJulAugSepOctNovDec
2026-1.6%0.2%----------
20259.4%2.4%-1.5%-2.3%-2.5%3.0%2.6%2.7%0.0%2.7%2.4%-0.7%0.4%
202414.1%2.5%2.5%3.0%-2.0%1.6%3.2%-1.4%0.6%0.3%1.3%2.3%-0.4%
202310.2%3.0%-0.9%0.6%1.1%0.2%2.0%0.9%0.0%-2.6%-2.1%5.1%2.9%
2022-15.2%-3.4%-1.5%0.6%-3.8%-0.8%-4.1%2.7%-1.5%-4.8%1.8%1.5%-2.6%
Load more5 of 21
Top Exposures
Monetary Authority Of Singapore 0% (2026-04-02 Maturity)14.87%
Gold5.45%
Schroder ISF Global Innov I Acc USD4.09%
Schroder ISF Glbl Corp Bd I Acc USD3.93%
Schroder Singapore Fixed Income I Acc3.87%
Schroder ISF Asian Opports I Acc USD3.63%
NVIDIA Corp3.06%
Alphabet Inc Class A2.24%
Microsoft Corp2.09%
Broadcom Inc1.58%
Meta Platforms Inc Class A1.51%
Morgan Stanley0.80%
Coca-Cola Co0.68%
Apple Inc0.65%
JPMorgan Chase & Co0.61%
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%
Save up to 65% in fees
Invested elsewhere? Transfer your funds to Endowus in four easy steps. Learn more
fee comparison
Fund facts
ISIN
SG9999000277
Fund house
Schroders
Fund size
S$1.2B
As of 16 Mar 2026
Fund benchmark
Morningstar EAA USD Mod Tgt Alloc NR USD
Fund inception date
08 May 1998
Fund class currency
SGD
Fund share class
A
Oldest share class ISIN
SG9999000277
Oldest share inception date
08 May 1998
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.