Ultra Short Term Municipal
Investment Objective
| Schroders' Ultra Short Term Municipal Bond strategy seeks capital preservation with a high level of after-tax yield and income. |
Key Features
- Focus on high-quality, higher-yielding issues
- Duration-neutral approach
- Diversified portfolios
- Relative-value security selection
- Research-driven process
- Experienced, specialist portfolio managers and analysts
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Investment Options
| Separate Accounts* |
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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. |
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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. |
