Global Multi-Asset Income
Schroders Global Multi-Asset Income strategy aims to provide income and capital growth over the medium to longer term.
The strategy offers investors the potential to fulfill a broad range of goals, including the enhancement of income, the growth of capital and the reduction of risk - both in and out of retirement. It seeks to maximize risk-adjusted income by dynamically investing across a diversified portfolio of global equities, global fixed income and alternative asset classes, aiming to generate an attractive level of income on a sustainable basis through security selection and active asset allocation. The team takes a benchmark-unconstrained approach, which can invest flexibly across countries, sectors and markets, and implement a robust risk management process.
The strategy is managed by Aymeric Forest, members of the Schroders Multi-Asset Investments team, and draws upon the research and experience of over 200 investment professionals from the Multi-Asset and Fixed Income teams.
We believe that the key to delivering sustainable income is to generate yield from a range of sources without taking undue risk. A multi-asset income approach looks not only to bonds, but also to dividend-paying equities, real estate investment trusts (REITs) and other income-producing assets across the capital structure to provide investors with the potential to achieve consistent, sustainable income across market environments as well as providing capital growth, lower volatility, a level of downside protection and protection from inflation. We take a disciplined, yet flexible, approach to building a directly invested portfolio diversified across global equities, global bonds and alternative asset classes.
For nearly 70 years, we have been managing multi-asset mandates for clients around the globe. Our investment process focuses on quality, diversification and liquidity with the goal of generating income while mitigating risk.
- Strategy based on pursuing a target annual yield of 5% (gross of fees) with an annual return target of 7% (gross of fees) over a full market cycle
- Flexible, directly invested portfolio diversified across global equities and global bonds
- Focus on quality: we do not chase the highest yields, but rather seek investments that generate sustainable yield and are backed by stable fundamentals, while also offering capital growth
- Active risk management with target portfolio volatility of between 5% and 7%, and never over 10%