Global Aggregate Bond
Investment Objective
The Fund aims to provide capital growth and income in excess of the Bloomberg Global Aggregate Bond index after fees have been deducted over a three to five year period by investing in fixed and floating rate securities.
Description
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.
Investment Options*
- Separate Accounts
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.
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.