Change is inevitable – and to meet long-term goals, you need to plan for it
Different assets have different strengths, so combining them provides extra security
Our team members constantly challenge each other to build portfolios that can stand the test of time
All investments come with risks, but we know that different assets react differently to the conditions they face. So while no one can see the future, we can work out what should perform best in a worst-case scenario.
Multi-asset investing takes that to its logical conclusion by combining different assets together. Balancing a mix of shares, bonds, alternatives and cash is the formula for hitting targets in good times and damage limitation in bad ones.
For some individuals and advisers, we offer ready-made, balanced portfolios, designed to deliver the best possible value for money. We aim to tailor investments to meet your needs and understand the importance of sustainability in relation to diversification and risk.
When putting together a mix of assets, we don’t use a “set and forget approach”. We’re constantly reviewing, rebalancing and refining, using in-house proprietary tools to stress-test the portfolios against different scenarios.
That’s only one half of the equation though. The other is the human factor. We pride ourselves on having a culture of accountability that makes us stand out. Our team members discuss and debate every investment rigorously to build you a more robust portfolio.
Past performance is no guarantee of future performance. The value of investments and the income from them can go down as well as up, and you (or your clients) might not get back what you originally invested.
For illustrative purposes only and does not constitute to any recommendations to invest in the above-mentioned security / sector / country.
The information contained on this website is general information only and does not take into account your objectives, financial situation or needs. Before acting on the information contained on this website you should consider the appropriateness of the information in regard to your objective, financial situation and needs before making any decision about whether to invest, or to continue to hold an investment.
All investments carry risk, and the repayment of capital and performance of an investment is not guaranteed by Schroders or any other party. Opinions, estimates and projections 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. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold.
Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained on this website. To the maximum extent permitted by law, Schroders, every company in the Schroders plc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document.
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