Global Aggregate Bond

The investment objective of Global Aggregate Bond is to outperform the Barclays Global Aggregate Bond Index by 200 (gross) basis points per annum over a market cycle.

Schroders Global Aggregate Bond offers an active, research-driven approach that aims to deliver strong performance from global fixed income bonds and currencies.  A key focus of the strategy is to diversify opportunities by source of return, investment style and time horizon in an effort to generate consistent alpha over a market cycle.

Diversified sources of return include duration, yield curve, country allocation, currency, credit beta, credit sector, and idiosyncratic/relative value. By investment styles we mean the combination of judgmental and quantitative techniques, and by time horizons we mean blending longer term strategic positions with shorter term tactical opportunities to further diversify the return profile of the portfolio.

• Separate Accounts

To find out more about this strategy, email our team at canada@schroders.com.

*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.

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.