Schroder Total Return Fixed Income Fund


Investor Shares

Investment Objective

Schroder Total Return Fixed Income Fund seeks a high level of total return by investing in a portfolio of fixed income obligations. The fund intends to maintain a dollar-weighted average portfolio duration of three to seven years.


The fund seeks to generate return by investing across the full maturity and credit spectrum of fixed income securities, including US Treasury, agency, securitized, investment grade and high yield corporate, emerging market and non-dollar corporate debt. The Fund focuses on active sector rotation, security selection, duration and yield curve strategies. We use a team approach in constructing investment strategy and portfolio decisions are supported by extensive fundamental, technical and quantitative research. Sector specialist portfolio managers execute investment strategy using a relative value framework, with the goal of capitalizing on opportunities across a wide range of market conditions.

Schroders’ Total Return Fixed Income Fund typically maintains portfolio duration at +/- 20% of the duration of the Barclays US Aggregate Index. Exposure to high yield securities is limited to 20% of the portfolio and total exposure to non-dollar, high yield and emerging market debt is limited to 40% of the portfolio.


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.