Emerging Market Debt Total Return Strategy
Investment Objective**
Schroders Emerging Market Debt Total Return strategy has the twin objectives of:
- Preservation of capital - mitigate losses in falling markets by using a disciplined risk control framework (e.g. fund downside protection discipline, hedging, use of cash).
- Maximize returns - participate in rising markets.
Description
Actively managed with a total return focus. Our approach is simple, flexible and opportunistic, with a strong focus on capital preservation. Following in-depth country analysis, the team actively allocate to carefully selected countries within our broad investment universe, across a range of different securities that they believe will offer the best risk-adjusted returns. The strategy has a heavy focus on EM local assets, and such investments will continue to generate the largest contributions to performance, while to a lesser extent opportunistic and carefully selected small positions in high yielding EM dollar debt will also contribute to performance.
Investment Options*
- Separate Accounts
- Commingled Vehicle
Learn More
To find out more about this strategy, email our team at canada@schroders.com.
Investment Disclosures
*The strategies listed include those which may be subject to the ability to meet investment minimums and other specific criteria, and may not be directly available to U.S. investors.
**There can be no guarantee these strategies will be successful or that the investment objective can be achieved.
All investments involve risks including the risk of possible loss of principal. The strategy will be affected by the investment decisions, techniques, and risk analyses of the investment team, and there is no guarantee that the strategy will achieve its investment objective. The values of the investments held by the portfolio may fluctuate in response to actual or perceived issuer, political, market, and economic factors influencing the financial markets generally, or relevant industries or sectors within them. Fluctuations may be more pronounced if the strategy invests substantially in one country or group of countries or in companies with smaller market capitalization. The market value of the portfolio may decline as a result of a number of other factors, including interest rate risk, credit risk, inflation/deflation risk, mortgage and asset-backed securities risk, US 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. Investing overseas involves special risks including among others, risks related to political or economic instability, foreign currency (such as exchange, valuation and fluctuation) risk, market entry or exit restrictions, illiquidity and taxation. Emerging markets pose greater risks than investment in developed markets.