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Schwab Diversified Allocation Trust Funds (Closed to new investors)

The Schwab Diversified Allocation Trust Funds are collective trust funds (CTFs) maintained by Charles Schwab Bank that follow a conservative, growth, or aggressive asset allocation.

Each Fund is:
  • Managed through both strategic and tactical allocations
  • Diversified through exposure to domestic and international equities and fixed income, real estate, hard assets (physical assets including gold, commodities and energy), and various currencies
  • Allocated based on a model that attempts to manage risk and take advantage of global market imbalances

Diversified Conservative (Closed to new investors)

An actively managed, global asset allocation fund, primarily using index ETFs, designed to be a conservative investment strategy.

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Diversified Growth (Closed to new investors)

An actively managed, global asset allocation fund, primarily using index ETFs, designed to be a moderate investment strategy.

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Diversified Aggressive (Closed to new investors)

An actively managed, global asset allocation fund, primarily using index ETFs, designed to be an opportunistic investment strategy.

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