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:
Leaving you with more time to focus on your clients and business plans.
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.
For international clients, we offer two model portfolios - Active (GBP, USD) and Sustainable (GBP). You can find out more about our range here.
We also continue to offer a bespoke portfolio service from Cazenove Capital.
Our range of risk mapped model portfolios and multi-asset funds help you deliver a breadth of solutions that meet your clients’ investment needs:
Go all active: nine model portfolios built from actively-managed funds.
A lower-priced entry point to our expertise: nine actively-managed portfolios made up of largely passive funds.
Investing in a better world: six actively-managed portfolios with people, planet and profit in mind.
Choose from six portfolios that include both active and passive approaches, across a diversified set of investments.
Small adjustments, long term goals at a capped price: five multi-asset funds where we dynamically allocate assets to maximise returns over time.
Strategic and steady: a fund with downsize risk management for more cautious investors.
An actively-managed, multi-asset fund designed to create a sustainable level of income.
For our latest multi-asset insights, event invitations, portfolio updates and adviser and client facing literature, subscribe to our newsletter.
To deliver Schroder Investments Solutions we bring together specialist resources from across the Schroders Group:
Our Ongoing Charge Figure (OCF) for the model portfolios includes our model portfolio fee of 0.15%, with no VAT while our multi-asset funds start from just 0.22%.
Our investment solutions are mapped to a selection of independent risk profiling tools including Dynamic Planner, Defaqto, Synaptic and Finametrica.
Watch Alex Funk, CIO, Schroder Investment Solutions, provide a 5 minute client-facing Q4 market and portfolio update. This video can be downloaded and shared with your clients.
Multi-asset funds and model portfolios both offer investors diversification, but which solution is right to meet your clients' investment outcomes? Watch our short video which highlights the key differences between the two.
To find out more about Schroder Investment Solutions, just get in touch with your local representative.
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.
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.
*Source of awards and ratings: Portfolio Adviser, Defaqto and ARC as at February 2023. 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 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.