Balanced Multi Strategy Fund

Key Capital

Balanced Multi Strategy Fund

Genuine diversification

Genuine diversification

A truly diversified multi-asset fund combining Schroder's portfolio management expertise and Key Capital's investment DNA. The Key Capital Balanced Multi Strategy fund is a daily liquid fund encompassing Key Capital’s core philosophies on the construction of investment portfolios which include:

  • A focus on genuinely diversified asset classes and investment strategies.

  • Partnering with leading high conviction asset managers.

Simple investment solution

Simple investment solution

The fund's asset allocation is actively managed with Schroders ongoing monitoring to ensure appropriate risk allocation and exposure to the highest conviction investment strategies and providing:

  1. A global multi-asset exposure delivered in a simple, cost effective structure.

  2. Capital growth by investing in a diversified range of assets and markets worldwide.

  3. A combination of passive and active strategies.

  4. Exclusive access to an opportunity to invest in funds that you could not invest in as an individual.

Key Capital and Schroders partnership

Key Capital and Schroders partnership

Key Capital’s approach to building genuinely diversified portfolios through exposure to a broad range of asset classes and management styles is complemented by partnering with Schroders, delivering value to our investors through:

  • Benefitting from Schroder's portfolio management expertise.

  • Leveraging Schroder's fund selection team to access funds managed by leading third-party fund managers.

  • Accessing certain Schroder's managed funds at a zero-management fee.

Key Capital Balanced Multi Strategy Fund Brochure

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Key Information Document (KID)

Key Capital Balanced Multi Strategy Fund

This document provides you with key information about this investment product. It is not marketing material. The information is required by law to help you understand the nature, risks, costs, potential gains and losses of this product and to help you compare it with other products.

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Risk Warning

PAST PERFORMANCE IS NOT A RELIABLE PREDICTOR OF FUTURE PERFORMANCE. THE VALUE OF THESE INVESTMENTS ARE NOT GUARANTEED AND CAN GO DOWN AS WELL AS UP AND INVESTORS MAY GET BACK LESS THAN THE AMOUNT ORIGINALLY INVESTED.

Let's start the conversation

Let's start the conversation

Speak to us today about the Key Capital Balanced Multi Strategy Fund

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