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  • Municipal Bond Strategy

Municipal Bond Strategy

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Investment objective

Municipal bond and short-term municipal bond strategies seek capital preservation with a high level of after-tax yield and income.

Key features

  • Research-driven process
  • Diversified portfolios
  • Relative-value security selection
  • Focus on high-quality, higher-yielding issues
  • Duration-neutral approach
  • Experienced, specialist portfolio managers and analysts

Investment options

  • Separate accounts*
  • Sub-advisory*

Quick links

  • Strategy overview

*These strategies are subject to the ability to meet investment minimums. Some strategies may be offered only in offshore, private placement and/or discretionary accounts.

There can be no guarantee these strategies will be successful.

Investment Risks: All investments 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 volatility of the municipal bond market, interest rate risk, credit risk, and inflation/deflation risk. The portfolio may invest up to 20% of its net assets in taxable municipal bonds, which are substantially similar to municipal bonds except that the interest from taxable municipal bonds is not exempt from federal income tax and may also be subject to federal AMT. Some investors may be subject to state and/or local taxes. For more information consult your tax advisor.

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, call your financial advisor or call (800) 464-3108. Read the prospectus carefully before investing.

Schroder Investment Management North America Inc. ("SIMNA Inc.") is an investment advisor registered with the U.S. SEC. 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 "Schroder Funds").

Shares of the Schroder Funds are distributed by Schroder Fund Advisors LLC, a member of FINRA. SIMNA Inc. and Schroder Fund Advisors LLC are indirect, wholly-owned subsidiaries of Schroders plc, a UK public company with shares listed on the London Stock Exchange. Schroder Investment Management Ltd. is the UK based investment subsidiary of Schroders plc.

© Copyright 2012 Schroder Investment Management North America Inc.
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