Schroder Multi-Asset Income Fund
Offering stable income and capital protection with the Schroder Multi-Asset Income Fund (Wholesale Class APIR SCH0096AU).
Diversification reduces risk
By diversifying across a wide range of asset classes, sectors and regions and actively managing the asset allocation, the fund seeks to achieve long-term growth and manage downside risks.
Protecting capital
Seeking to provide stable returns while limiting drawdowns in all market conditions, the Fund is designed for investors seeking a more conservative risk profile, particularly those in retirement.
Expert team
Our team-based investment approach draws on a consistent philosophy of rigorous and forward-looking investing, as well as an extensive investment research capability.
A multi-asset fund with a dynamic asset allocation approach to adapt to changing market conditions.
The investment team manages exposures to different asset classes based on a forward-looking valuation process, to provide both diversification and risk control with the aim of delivering steady income for investors.
The Schroder Multi-Asset Income Fund’s investment universe is relatively unconstrained to allow it the flexibility to effectively and efficiently allocate to and select those assets that, in combination, maximise the opportunities to achieve its return target while maintaining the benefits of diversification in all market environments. We take an approach that continuously evaluates the potential cyclical and strategic risks and opportunities of our asset allocation to help investors achieve their investment goals as markets inevitably rise and fall.
About the Schroder Multi-Asset Income Fund
The Schroder Multi-Asset Income Fund aims to help clients meet their portfolio goals by targeting investments that deliver stable income and build capital while seeking to avoid major drawdowns when equity markets fall. The Fund targets a return of 3% to 4% above the RBA’s target cash rate before fees over rolling 3-year periods while minimising the risk of a negative return over a 12-month period.
Why Schroders?
Investing with Schroders means investing in a global brand with strong heritage and outstanding capabilities in a broad range of asset classes. Since establishing our multi-asset capability in the 1940s, we have grown to be trusted with A$366 billion* in funds under management across our multi-asset portfolios globally. Our 900+ global investment team includes 100+ multi-asset specialists located in our offices around the world and offer specialised, on the ground insights and analysis across a wide array of asset classes.
*As at 31 Dec 2023.
Why choose the Schroder Multi-Asset Income Fund?
Global markets are susceptible to impacts from a rapidly changing economic environment and heightened geopolitical risks. These shifts can quickly change the investment returns and outlook across all asset classes. In an ever-changing economic environment, a multi-asset fund managed by investment experts with flexibility to tactically adjust asset allocation across a broad range of asset classes to drive returns and manage risk across various stages of the market cycle may be worth considering.
Investing in the Schroder Multi-Asset Income Fund can help investors meet a number of investment goals within a single solution. By investing in an unconstrained investment universe and adopting a flexible asset allocation approach, the investment team is able to quickly adjust the portfolio’s positioning to prepare for varying economic and market conditions, leading to increased opportunity to boost returns during market upturns and mitigate risk during downturns. Due to the Fund’s emphasis on downside risk management and strong focus on capital preservation, this strategy is particularly suitable to investors in retirement.
Learn more about multi-asset investment at Schroders.
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Meet the fund managers
Investors in the Schroder Multi-Asset Income Fund stand to benefit from the portfolio management teams’ expertise and experience across equities and fixed income investing and are supported by other investment teams’ research and capabilities within Schroders.
Notice to investors
Temporary change of portfolio manager on Multi-Asset Income Fund.
Ways to invest in the Schroder Multi-Asset Income Fund
Before investing in the Schroder Multi-Asset Income Fund, please read the product disclosure statement (PDS), target market determination (TMD), the accompanying additional information booklet and the financial services guide (FSG). You can learn more about investing directly by filling out our paper application form, or online application form. You may also like to find out which platforms you can access the fund through. If you need help, please contact our team.
Invest directly
Complete the paper application form or online application form. The minimum investment amount is $20,000 for wholesale class. Professional class is not available for this fund.
Contact our team
For further information about investing in the fund, please speak to a member of the Schroders team.
The role of the Schroder Multi-Asset Income Fund in portfolios
Income
Given its absolute return focus, the Fund can replace an existing allocation to other income assets such as low-yielding cash and term deposits.
Core
The Fund is an ideal core holding in a ‘core-satellite’ approach. Satellite investments provide strategic exposure to specific asset classes, dialled up or down to support investor needs.
Buckets
For clients using the ‘risk buckets’ approach for their investment portfolio, the Fund offers a good match for the medium- to long-term bucket.
Total portfolio solution
With its diversification and liquidity, the Fund offers a whole of portfolio solution for clients seeking income and capital preservation, especially those in retirement.
Likely
The Schroder Multi-Asset Income Fund is likely to be appropriate for a consumer seeking capital preservation and income for all or some components of their portfolio, with a medium to high risk and return profile.
Unlikely
This product is unlikely to be suitable for a consumer seeking capital guarantee or for consumers with a very high risk and return profile or with a short investment timeframe.
Disclaimer
Investment in this Fund may be made on an application form accompanying the current Product Disclosure Statement (PDS) for the Fund which is available from Schroder Investment Management Australia Limited (Schroders) (ABN 22 000 443 274, AFS Licence 226473). The information contained in this material is general information only and does not take into account your objectives, financial situation or needs. Before acting on the information contained in this material you should obtain a copy of the PDS and consider the appropriateness of the information in regard to your objective, financial situation and needs before making any decision about whether to invest, or continue to hold.
The repayment of capital and performance in the Fund is not guaranteed by Schroders or any other party. Opinions constitute our judgement at the time of issue and are subject to change. Past performance is not an indicator of future performance. Investment guidelines represented are internal only and are subject to change without notice. Schroders may record and monitor telephone calls for security, training and compliance purposes.
The rating issued February 2022, APIR: SCH0096AU, is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned , APIR: SCH0096AU, September 2021) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.