ORSO Lifecycle Funds
The ORSO lifecycle funds offer you a choice of four investment options ranging across the risk and reward spectrum. You can choose the fund that is most suitable to your investment objective.
Fund Options At-a-glance
The following funds (Schroder Capital Stable Fund, Schroder Stable Growth Fund, Schroder Balanced Investment Fund and Schroder Growth Fund) are either fund of funds or feeder funds and as such, may have significant exposure in financial derivatives instruments ("FDI") which can be highly volatile and expose investors to a high risk of loss. Risks associated with the use of FDI include counterparty risk, credit risk and liquidity risk.
Portfolio Name | Investment Objective | Risk Profile |
|---|---|---|
Schroder Capital Stable Fund | To preserve capital combined with steady capital appreciation in Hong Kong dollars over the long term. | Medium |
Schroder Stable Growth Fund | To achieve capital appreciation in Hong Kong dollars through investing in quoted equities and fixed income securities, other asset classes and money market instruments and cash in any part of the world directly or through investment in funds (including qualified exchange traded funds) investing in the foregoing investments. | Medium |
Schroder Balanced Investment Fund | To achieve capital growth in Hong Kong dollars through investment in quoted equities and fixed income securities, other asset classes and money market instruments and cash in any part of the world directly or through investment in funds (including qualified exchange traded funds) investing in the foregoing investments. | High |
Schroder Growth Fund | To achieve long term capital growth in Hong Kong dollars. | High |
Risk and Return Spectrum
Generally speaking, the higher the equity content of the portfolio, the higher the investment risk associated with it and the higher the potential return in the long term.
Note: The level of investment return is for illustrative purpose only and does not represent the actual return.