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US Core Plus Fixed Income

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Investment objective

US Core Plus Fixed Income strategy targets outperformance (before fees) over the Barclays Capital U.S. Aggregate Index over an investment cycle.

Key features

  • Research-driven process
  • Fundamental credit opinion, backed by state of the art quantitative tools
  • Relative-value approach to decision making
  • Experienced, specialist portfolio managers and analysts
  • Risk budget varies based on expected returns, volatility and confidence
  • Opportunistic, nimble approach in changing market conditions

Investment options

  • Separate accounts*
  • Sub-advisory*
  • Mutual Fund

Quick links

  • Composite factsheet

  • Strategy overview

  • Mutual Fund quarterly factsheet

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 interest rate risk, credit risk, inflation/deflation risk, mortgage and asset-backed securities risk, U.S. Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk. Frequent trading of the portfolio may result in relatively high transaction costs and may result in taxable capital gains.

*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.

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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