Broad Tax-Aware Value Bond Fund


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Investment Objective

Schroder Broad Tax Aware Value Bond Fund seeks to maximize after-tax total returns.


Schroder Broad Tax-Aware Value Bond Fund uses a value-driven approach and seeks to maximize after-tax total return through both income and capital appreciation by investing in a portfolio of predominantly investment grade, fixed income securities. The fund seeks to add value by capitalizing on imbalances among and within sectors and individual bonds. We believe that investing in undervalued sectors and bonds and selling expensive ones using an after-tax relative value assessment is the ideal process to capture value.

The investment universe for this fund considers both tax-exempt municipal bonds as well as US dollar-denominated taxable fixed income securities, including governments, corporate bonds, asset backed securities and sovereign and supranational entities and taxable municipals. The fund may invest up to 20% in high yield securities. The fund may invest in fixed income securities of any maturity or duration, however, under normal market conditions, the fund’s duration currently will range from 0-10 years. This will be based on a total return approach using a three-year horizon.


Fund Details

Management Team

Investment Philosophy

Investment Process


Please consider a mutual fund's investment objectives, risks, charges and expenses carefully before investing. For access to the prospectus, please click the following link: prospectuses. To obtain any further information on any Schroders fund, please read the prospectus, call your financial advisor or call Schroder Mutual Funds at (800) 464-3108 for Individual Investors or (800) 730-2932 for Intermediaries/Financial Consultants. Read the prospectus carefully before investing.