Investment SolutionsInvestment solutions that work for you
Best of Schroders
A proven track record delivered through access to the Best of Schroders.
We help you stay in control of client conversations with monthly updates, high quality reporting and a dedicated local team.
A focus on cost
The Ongoing Charge Figure (OCF) includes our model portfolio fee of just 0.15% while our multi-asset funds start from just 0.22%.*
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 not only actively manage your clients’ investments, but also provide rich and informative reporting – including quarterly performance updates, ongoing market commentary, webinars and video bulletins.
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.
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.
Combining our strengths
Our investment solutions
Our range of risk mapped model portfolios and multi-asset funds help you deliver a breadth of solutions that meet your clients’ investment needs.
Global Multi-Asset Portfolios
Low cost, actively managed multi-asset funds for a changing world
Active Model Portfolios
Go all active: nine model portfolios built from actively-managed funds.
Strategic Index Model Portfolios
A lower-priced entry point to our expertise: nine actively-managed portfolios made up of largely passive funds.
Sustainable Model Portfolios
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.
Managed Defensive Fund
Strategic and steady: a fund with downsize risk management for more cautious investors.
Sign up to our newsletter!
For our latest multi-asset insights, event invitations, portfolio updates and adviser and client facing literature, subscribe to our newsletter.
The best of Schroders
To deliver Schroder Investments Solutions we bring together specialist resources from across the Schroders Group.
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 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.
And independently accredited*
Our latest video updates
Q2 market & portfolio update
Watch Alex Funk, CIO, Schroder Investment Solutions, provide a 5 minute client-facing Q2 market and portfolio update. This video can be downloaded and shared with your clients.
The cash conundrum: what history tells us
William Andrew, Head of London, is joined by Alex Funk, CIO, Schroder Investment Solutions, and Tara Jameson, Multi-Asset Fund Manager to discuss cash v market investing, which may be used with clients to answer their questions on this subject.
Fair Value Assessment Reports
Adviser Pulse Survey 2023
57% of advisers think that the development of AI technology such as ChatGPT represents an opportunity for their business whilst 43% see this as a potential threat.
Our surveys take the pulse of the adviser community. With input from financial advisers across the UK, we explore the way their strategic thinking is developing, how attitudes are changing and the direction of travel for the industry.
Get in touch
To find out more about Schroder Investment Solutions, just get in touch with your local representative.
*Ongoing Charge Figure (OCF)
The OCF is a measure of the total costs associated with managing and operating an investment portfolio. These costs include the MPS fee, management fees and additional expenses of the underlying funds but excludes any advice, platform charges, transaction fees or incidental costs. The OCF will vary on a monthly basis.
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 fund may lose value as a result of movements in foreign exchange rates, otherwise known as currency rates. Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage the portfolio efficiently. The portfolio may also materially invest in derivatives including using short selling and leverage techniques with the aim of making a return. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund. 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 interest rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the fund. 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 fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares, meaning investors may not be able to have immediate access to their holdings. 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: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund. 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.
What is active ownership?
We engage with the companies we invest in to help them transition towards a more sustainable business model. Active ownership is a core part of sustainable investing. A regular and active dialogue with business leaders provides us with an extra dimension of understanding of how a company operates and its intentions. This is something that financial data alone cannot identify.
*Source of awards and ratings: Portfolio Adviser, Defaqto and ARC as at April 2023. Schroder Investment Solutions was named ‘Best Model Portfolio Service’ at the Professional Adviser Awards 2023 and 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 Global Multi-Asset 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 Global Multi-Asset 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.