Value Opportunistic Investment-Grade

The Value Opportunistic Investment-Grade strategy seeks to maximize total return over a three-year investment horizon.

The strategy uses a value-driven approach and seeks to generate return by investing in a portfolio of investment grade, fixed income securities. It seeks to add value by capitalizing on imbalances in the relationships among sectors and individual bonds. We believe that investing in undervalued sectors and bonds and selling expensive ones using a relative value assessment is the ideal process to capture value.

The strategy typically invests in US dollar-denominated fixed income securities including governments, corporate bonds, securitized bonds, sovereign and supranational entities, as well as municipal bonds. The interest rate risk for the strategy is derived using a methodology based on a three-year time horizon, where the main objective is to offset any principal loss over that period. There is no exposure to currency risk, high yield bonds or emerging market debt.

• Separate Accounts
• Subadvised Mutual Fund
• Subadvised ETF

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 and liquidity risk. Frequent trading of the portfolio may result in relatively high transaction costs and may result in taxable capital gains.