US Core Fixed Income

Investment Objective

Schroders Core Fixed Income strategy seeks to outperform the Barclays US Aggregate Index by 75 basis points (before fees) over an investment cycle.

Description

The strategy seeks to generate return by investing across the full maturity spectrum of investment grade US fixed income securities, including US Treasury, agency, securitized and corporate debt. The strategy focuses on active sector rotation and security selection, duration and yield curve strategies. We use a team approach in constructing investment strategy and portfolio decisions are supported by extensive fundamental, technical and quantitative research. Sector specialist portfolio managers execute investment strategy using a relative value framework, with the goal of capitalizing on opportunities across a wide range of market conditions.

Schroders’ Core Fixed Income strategy typically maintains portfolio duration at +/- 10% of the duration of the benchmark.

Management Team

Investment Philosophy

Investment Process

Key Features

Investment Options*