Schroder Multi-Asset Revolution Fund (Dist.)(SG9999000277)
- Multi-asset
- Global
- CPF OA, CPF SA
- Distributing
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.
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.
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.
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.
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%.
Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
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.
Daily data. Returns as of 10 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 1.6% | 0.2% | -6.3% | 7.6% | 3.2% | 0.3% | -0.9% | 1.8% | - | - | - | - |
| 2025 | 9.4% | 2.4% | -1.5% | -2.3% | -2.5% | 3.0% | 2.6% | 2.7% | 0.0% | 2.7% | 2.4% | -0.7% | 0.4% |
| 2024 | 14.1% | 2.5% | 2.5% | 3.0% | -2.0% | 1.6% | 3.2% | -1.4% | 0.6% | 0.3% | 1.3% | 2.3% | -0.4% |
| 2023 | 10.2% | 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% |
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Initial investment
Minimum S$100
Subsequent investment
Minimum S$100
| Monetary Authority Of Singapore 0% (2026-09-17 Maturity) | 13.63% |
| Singapore (Republic of) 2.25% (2040-07-01 Maturity) | 5.26% |
| Schroder ISF Global Innov I Acc USD | 4.39% |
| Schroder ISF Asian Opports I Acc USD | 3.65% |
| Schroder Singapore Fixed Income I Acc | 3.41% |
| NVIDIA Corp | 3.41% |
| Schroder ISF Glbl Corp Bd I Acc USD | 3.32% |
| Microsoft Corp | 2.64% |
| Alphabet Inc Class A | 2.30% |
| Broadcom Inc | 1.70% |
| Meta Platforms Inc Class A | 1.23% |
| Apple Inc | 0.92% |
| Visa Inc Class A | 0.84% |
| Coca-Cola Co | 0.65% |
| JPMorgan Chase & Co | 0.64% |
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