Schroders Grows Mutual Fund Line-up with Launch of Two New Funds
New York, September 9, 2015 — Schroder Investment Management North America Inc. announces the launch of two new mutual funds, the Schroder Emerging Markets Small Cap Fund and Schroder Short Duration Bond Fund, as the firm continues its commitment to provide investment capabilities in various vehicles that meet our clients’ needs.
The Schroder Emerging Markets Small Cap Fund, available in Investor Shares (Symbol: SMLNX) and R6 Shares (Symbol: SMLRX), takes advantage of the firm’s expansive global footprint and equity market expertise.
“We believe our experienced emerging markets franchise combined with our global capabilities and insights on specific companies provide a unique opportunity for U.S. investors,” said Thomas Darnowski, Head of Product Development at Schroders in the US. “The fund looks to capitalize on the sheer scope of our international coverage and affords shareholders a powerful alternative for seeking access to the many growth prospects that exist outside the developed markets.”
The Schroder Short Duration Bond Fund, also available in Investor Shares (Symbol: SDBNX) and R6 Shares (Symbol: SDBRX), seeks long-term total return consistent with the preservation of capital and rounds out Schroders’ ability to solve for a wider range of fixed income objectives.
“The Short Duration Bond Fund provides an excellent option for investors looking to allocate resources across shorter maturities in order to defensively manage a changing rate environment,” said Darnowski. “Both of our new funds benefit from tremendous market insight, and well-established management within their respective asset classes.”
The Schroder Emerging Markets Small Cap Fund is managed by Allan Conway, Matthew Dobbs, James Gotto and Richard Sennitt, with the support of 37 investment professionals across the Emerging Markets Equity team and Global Small Cap and Specialist Asia team. The Schroder Short Duration Bond Fund is managed by Andrew B.J. Chorlton, Edward H. Jewett, Richard A. Rezek Jr., Julio C. Bonilla and Neil G. Sutherland, with over 24 years average investment experience and supported by a global network of over 80 fixed income investment professionals around the world.
Introduced earlier this year, Schroders’ R6 share class is a “clean” fee share class with no embedded shareholder servicing fees, providing more competitively priced products to Schroders’ eligible institutional clients. The new share class delivers on Schroders’ commitment to provide investment solutions aligned with clients’ goals and to ensure they are priced appropriately for the firm’s clients in the institutional and retirement markets.
About Schroder Investment Management North America Inc.
Schroder Investment Management North America Inc. is an indirect wholly-owned subsidiary of Schroders plc (SDR.L), a global asset management company with approximately $487.4 billion under management as of June 30, 2015. Schroder’s clients include major financial institutions including banks and insurance companies, as well as local and public authorities, public and private pension funds, endowments and foundations, intermediaries and advisors, as well as high net worth individuals and retail investors. The firm has built one of the largest networks of offices of any dedicated asset management company with more than 400 portfolio managers and analysts covering the world's investment markets, offering a comprehensive range of products and services.
Schroder Investment Management North America Inc. is an investment advisor registered with the Securities and Exchange Commission. It provides asset management products and services to clients in the U.S. and Canada including Schroder Capital Funds (Delaware), Schroder Series Trust and Schroder Global Series Trust, investment companies registered with the SEC (the "Schroders Funds").
Shares of the Schroders Funds are distributed by Schroder Fund Advisors LLC, a member of the Financial Industry Regulatory Authority. Schroder Investment Management North America Inc. and Schroder Fund Advisors LLC are indirect, wholly-owned subsidiaries of Schroders plc, a U.K. public company with shares listed on the London Stock Exchange. For additional information about Schroders, go to www.schroders.com/us.
Please consider a Fund’s investment objectives, risks, charges and expenses carefully before investing. For a free prospectus, which contains this and other information on any Schroders Fund, visit www.schroderfunds.com or call (800) 730-2932. Read the prospectus carefully before investing.
All investments, domestic and foreign, involve risks including the risk of possible loss of principal. The market value of the portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions, credit risk, inflation/deflation risk, mortgage and asset-backed securities risk, US Government securities risk, foreign investment risk and liquidity risk. Frequent trading of the portfolio may result in relatively high transaction costs and may result in taxable capital gains. Investing overseas involves special risks including among others, risks related to political or economic instability, foreign currency (such as exchange, valuation and fluctuation) risk, market entry or exit restrictions, illiquidity and taxation. Emerging markets pose greater risks than investments in developed markets.
The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.