Schroders announces launch of Wealth Preservation fund
Schroders is pleased to announce the launch of Schroder ISF Wealth Preservation USD, a new fund which will offer investors a simple-to-understand, flexible investment vehicle which aims to preserve and grow savings under all economic conditions.
Schroders is pleased to announce the launch of Schroder ISF1 Wealth Preservation USD, a new fund which will offer investors a simple-to-understand, flexible investment vehicle which aims to preserve and grow savings under all economic conditions.
The fund, which launched on 30th January and is managed by fund manager Malcolm Melville, is aimed at retail and high net worth individual investors and benefits from scope to invest in a broad investment universe and wide range of asset classes. This flexibility in choice of assets creates an ‘allweather’ portfolio which will focus on providing a return that comfortably beats inflation in a medium to long-term investment horizon with limited volatility.
Malcolm joined Schroders in 2010 and works within the successful EMD, Currency and Commodity group, who have considerable experience and manage over US$14.3 billion in clients’ assets. 2 The fund utilises the investment process used across the products managed by this team, which combines fundamental market analysis with quantitative, technical and sentiment analysis to identify undervalued and wealth-preserving assets.
Peter Beckett, Head of International Marketing, said:
“We believe that we are currently moving towards a global inflationary environment and, as a result, expect to see considerable client demand for products that can preserve wealth and provide a real return that can protect them against inflation, while limiting the downside in less favourable market environments. Schroder ISF Wealth Preservation USD deliberately does not fit cleanly into a single category, spanning the absolute/total return and real return categories, and is intended to be an ‘all-weather’ portfolio which we believe will be an attractive alternative to other products in these areas. The fund is simple in its construction and does not use shorts, leverage or complex derivatives, instead focusing on in depth country and commodity research to identify attractive investments from a wide asset class range.”
1 Schroder International Select Fund is referred to as Schroder ISF
2 Schroders, as at 31st December 2012.
Malcolm Melville, fund manager of Schroder ISF Wealth Preservation USD, said:
“We are currently seeing a wealth of opportunities across the investment universe, which the flexible nature of Schroder ISF Wealth Preservation USD allows us to benefit from. The freedom and flexibility of this approach allows us to make high conviction investments in the best opportunities from around the world and position the portfolio according to the current market environment. By utilising a proven, disciplined investment process, combined with a strong research team across a wide range of asset classes, we expect to be able to offer consistent returns that comfortably beat inflation.”
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Notes to Editors
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Schroders is a global asset management company with £202.8 billion (€254.5 billion, $327.4 billion) under management as at 30 September 2012. Our clients are major financial institutions including pension funds, banks and insurance companies, local and public authorities, governments, charities, high net worth individuals and retail investors.
With one of the largest networks of offices of any dedicated asset management company, we operate from 33 offices in 26 countries across Europe, the Americas, Asia and the Middle East. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
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