Opportunistic Multi-Sector Securitised

Investment Objective

The Strategy seeks to outperform LIBOR by 500 bps or the S&P Performing Loan Index (gross of fees) over a market cycle.

There is no guarantee that any investment objective can be achieved.

Description

Schroder Opportunistic Multi-Sector Securitized Strategy uses a research-driven approach seeking to capitalize on opportunities available within the securitized markets with a focus on sectors where the team believes it has a competitive advantage. The strategy invests in a portfolio of higher yielding mortgage-backed securities (MBS) and asset-backed securities (ABS). The strategy seeks to capture excess returns typically available in less transparent markets, and to provide capital where regulation and complexity have created inefficiencies. Inefficiencies driven by ratings, financing gaps, liquidity, and regulation continue to develop as the diverse securitized universe changes. The changes can be simple, such as limitations to the buyer base, or more complex such as opportunities driven by distress.
We believe our research-oriented approach is an ideal way to generate income, returns uncorrelated to rising interest rates, and provide diversification versus typical benchmark exposures.

Investment Options*

This block is deleted,Remove this placeholderThis block is deleted,Remove this placeholder

Learn More

This block is deleted,Remove this placeholder

Investment Disclosures

This block is deleted,Remove this placeholderThis block is deleted,Remove this placeholderThis block is deleted,Remove this placeholderThis block is deleted,Remove this placeholder

Schroder Investment Management North America Inc. (“SIMNA”) is an SEC registered investment adviser providing asset management products and services to clients in the US and in Canada, NRD Number 12130. Registered as a Portfolio Manager in Canada with the securities regulatory authorities in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec and Saskatchewan.  Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and as an Exempt Market Dealer with the securities regulatory authorities in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan.SFA markets certain investment vehicles for which other Schroders entities are investment advisers. 

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

Schroders Capital is the private markets investment division of Schroders plc.Schroders Capital Management (US) Inc. (‘Schroders Capital US’) is registered as an investment adviser with the US Securities and Exchange Commission (SEC).It provides asset management products and services to clients in the United States and Canada.For more information, visit www.schroderscapital.com

SIMNA, SFA and Schroders Capital are wholly owned subsidiaries of Schroders plc.