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.
Aymeric Forest, CFA
Aymeric Forest is the Head of Global Income and has been the Lead Portfolio Manager of Schroders' Global Multi-Asset Income strategy since 2012. He joined Schroders in 2011 and is based in London. Aymeric is a member of the Global Asset Allocation Committee. Prior to joining Schroders, Aymeric was Global Head of Investment Solutions for BBVA.
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%
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.