Schroder Short Duration Bond Fund

 

Investor SharesR6 Shares
SDBNX SDBRX

Investment Objective

The Schroder Short Duration Bond Fund seeks long-term returns consistent with the preservation of capital.

Description

The fund uses a value-driven approach and seeks to generate return by investing predominantly in a portfolio of investment grade, fixed income securities. Income is especially important in managing a short duration mandate, and our investment objective is to balance the goals of stability of capital and total return.

The fund seeks to add value by capitalizing on imbalances in the relationships among sectors and individual bonds. We believe that investing in undervalued sectors and bonds and selling expensive ones using a relative value assessment is the ideal process to capture value.

The fund typically invests in US dollar-denominated fixed income securities including governments, corporate bonds, securitized bonds, sovereign and supranational entities, as well as municipal bonds. The fund is duration neutral, meaning that portfolio duration is set in an attempt to meet client objectives and does not incorporate forecasts or speculation. There is no exposure to currency risk, high yield bonds or emerging market debt.

Performance

Fund Details

Management Team

Investment Philosophy

Investment Process

Prices

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.