Diversified Growth

The Diversified Growth strategy seeks to provide a target return of cash + 5% p.a. over a full economic cycle (typically 5-7 years) with a volatility range of 6-10% p.a.

The global portfolio is diversified across classes and is designed to take advantage of different market environments. We believe by combining asset classes, traditional and alternative, we can effectively reduce risk and achieve an attractive return.

Potential benefits for clients include:

• Stable returns in a range of market conditions
• Emphasis on downside risk management to protect capital
• High level of transparency and liquidity
• Efficiently invests in a broad mix of traditional and non-traditional assets
• All delivered at an attractive fee

• Canadian Trust
• Separate accounts
• Luxembourg Domiciled Fund

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, domestic and foreign, 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 adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions. 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 investments in developed markets.