Schroder Investment Solutions

Combining your strengths and ours

Let us help with the heavy lifting

You know your clients inside and out. But meeting their different investment needs can pose challenges. Our range of actively managed award-winning model portfolios* and multi asset funds can keep you on top of:

  • compliance requirements and regulatory changes 
  • developing and maintaining your Centralised Investment Proposition
  • managing multiple client portfolios with all the time and cost that is involved
  • how economic and market developments impact your clients' investments

Leaving you with more time to focus on your clients and business plans.

Investment solutions for your clients

Schroder Investment Solutions offers a broad selection of model portfolios and multi-asset funds to suit clients across the full risk profile spectrum. You can choose from active, blended and sustainable approaches to reflect your clients’ views on investment. We’re focused on delivering appropriate client investment outcomes by leveraging Schroders' proven investment expertise, at a cost that can offer real value for money. 

We also continue to offer a bespoke portfolio service from Cazenove Capital. 

Watch Gillian Hepburn (Head of UK Intermediary Solutions) and Alex Funk (CIO, Schroder Investment Solutions) explain how our range of solutions can support the requirements for various client outcomes.
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Active Model Portfolios

Go all active: nine model portfolios built from actively-managed funds.

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Strategic Index Model Portfolios

A lower-priced entry point to our expertise: nine actively-managed portfolios made up of largely passive funds.

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Sustainable Model Portfolios

Investing in a better world: six actively-managed portfolios with people, planet and profit in mind.

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Blended Portfolios

Choose from six portfolios that include both active and passive approaches, across a diversified set of investments.

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Tactical Portfolios

Small adjustments, long term goals at a capped price: five multi-asset funds where we tactically allocate assets to maximise returns over time.

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Managed Defensive Fund

Strategic and steady: a fund with downsize risk management for more cautious investors.

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Income Portfolio

An actively-managed, multi-asset fund designed to create a sustainable level of income.

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Our investment solutions aim to offer value at every level

Our Ongoing Charge Figure (OCF) for the model portfolios includes our model portfolio fee of 0.15%, with no VAT. 

Risked mapped

Our investment solutions are mapped to a selection of independent risk profiling tools including Dynamic Planner, Defaqto, Synaptic and Finametrica.  

And independently accredited*

Get in touch

To find out more about Schroder Investment Solutions, just get in touch with your local representative.

Risk considerations

Capital risk: All capital invested is at risk. You may not get back some or all of your investment. Counterparty risk: The portfolios may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the portfolios may be lost in part or in whole. Credit risk: A decline in the financial health of an issuer could cause the value of the instruments it issues, such as equities or bonds, to fall or become worthless. Currency risk: The portfolios may lose value as a result of movements in foreign exchange rates. Derivatives risk: A derivative may not perform as expected and may create losses greater than the cost of the derivative. Derivatives risk – efficient portfolio management and investment purposes: Derivatives may be used to manage the portfolios efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the portfolios. The portfolios may also materially invest in derivatives including using short selling and leverage techniques with the aim of making a return. When the value of an asset changes, the value of a derivative based on that asset may change to a much greater extent. This may result in greater losses than investing in the underlying asset. Equity risk: Equity prices fluctuate daily, based on many factors including general, economic, industry or company news. High yield bond risk: High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk. IBOR risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the portfolios. Interest rate risk: The portfolios may lose value as a direct result of interest rate changes. Investments in other collective investment schemes risk: The portfolios will invest mainly in other collective investment schemes. Leverage risk: The portfolios use derivatives for leverage, which makes them more sensitive to certain market or interest rate movements and may cause above-average volatility and risk of loss. Liquidity risk: In difficult market conditions, the portfolios may not be able to sell a security for full value or at all. Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested. Money market & deposit risk: A failure of a deposit institution or an issuer of a money market instrument could have a negative impact on the performance of the portfolios. Negative yields risk: If interest rates are very low or negative, this may have a negative impact on the performance of the portfolios. Operational risk: Failures at service providers could lead to disruptions of fund operations or losses. Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve. 

Sustainable investing

Sustainability is our guiding principle, both for ourselves and the companies we invest in. If you’re not paying attention to ESG, you’re missing the chance to future-proof your investment strategies.

Important information

*Source of awards and ratings: Portfolio Adviser, Defaqto, RSMR and ARC as at May 2022. Schroder Investment Solutions was named ‘Best Model Portfolio Service’ at the Professional Adviser Awards 2022. The Defaqto Risk Focused Fund Family Diamond Rating relates to the Schroder Multi-Asset Funds and the Defaqto DFM MPS (Platform) Family Diamond Rating is for the Schroder Model Portfolios. The Schroder Blended Portfolios and the Schroder Income Portfolio are approved by RSMR. The ARC 3D is an award provided by Asset Risk Consultants (ARC) which indicates that Schroders has committed to ARC’s Investment Manager Research Programme. Schroders has provided ARC with all the necessary information and fulfilled ARC’s 3D Criteria to complete the due diligence programme. The Criteria are satisfactory completion and maintenance of ARC’s Due Diligence Questionnaire; provision of real client performance Data allowing ARC to observe the typical client experience; and a Demonstration of the quality of the people behind the investment philosophy and process. ARC’s 3D Award is not a rating or an endorsement of the managers’ suitability for a particular client, mandate, or introducer; instead it is a validation of Schroder’s commitment to transparency. 

Schroder Investment Solutions is the trading name for the following products and services: the Schroder Blended Portfolios, the Schroder Tactical Portfolios, the Schroder Managed Defensive Fund, the Schroder Income Portfolio, the Schroder Active Portfolios, the Schroder Strategic Index Portfolios and the Schroder Sustainable Portfolios. The Schroder Blended Portfolios, the Schroder Tactical Portfolios, the Schroder Managed Defensive Fund and the Schroder Income Portfolio are provided by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registration No 4191730 England. Authorised and regulated by the Financial Conduct Authority. The Schroder Active Portfolios, the Schroder Strategic Index Portfolios and the Schroder Sustainable Portfolios are provided by Schroder & Co. Limited. Registered office at 1 London Wall Place, London EC2Y 5AU. Registered number 2280926 England. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registration No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

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Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

This marketing material is for professional clients or advisers only. This site is not suitable for retail clients.

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

On 17 September 2018 our remaining dual priced funds converted to single pricing and a list of the funds affected can be found in our Changes to Funds. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices.