Investment Solutions

Investment solutions that work for you
Icon_Prussian Blue_64x64_Globe

Best of Schroders

A proven track record delivered through access to the Best of Schroders.

Icon_Prussian Blue_64x64_Pound

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%.

Icon_Tech support

Service

We help you stay in control of client conversations with monthly updates, high quality reporting and a dedicated local team.

Investment solutions for your clients

We offer a broad range of risk mapped model portfolios and multi-asset funds to help you deliver a breadth of solutions that meet your clients’ investment needs. 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).

Schroder Investment Solutions - our range of model portfolios and multi-asset funds

Investment solutions for you

Watch Gillian Hepburn (Commercial Director, Benchmark Capital) and Alex Funk (CIO, Schroder Investment Solutions) discuss how our range of solutions can support the requirements for various client outcomes.

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 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

SIS Combining strengths_2880x1620_UPDATED

The best of Schroders

To deliver Schroder Investments Solutions we bring together specialist resources from across the Schroders Group.

606490_SIS Best of Schroders 2880x1620px

Our solutions range

Icons sheet 3_Diversification

Global Multi-Asset Portfolios

Low cost, actively managed multi-asset funds for a changing world

Discover more
Icons sheet 1_Outperform 2

Active Model Portfolios

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

Discover more
Icons sheet 3_Diversification 2

Strategic Index Model Portfolios

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

Discover more
Icons sheet 1_Environmental resources

Sustainable Model Portfolios

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

Discover more
Icons sheet 1_Blend

Blended Portfolios

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

Discover more
Icons sheet 1_Security-27

Managed Defensive Fund

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

Discover more
Icons sheet 1_Money stack

Income Portfolio

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

Discover more

Sign up to our newsletter!

For our latest multi-asset insights, event invitations, portfolio updates and client facing literature, subscribe to our newsletter.

And independently accredited

DFM-MPS-on-Platform-Rating-Category-and-Year-5-Colour-RGB

Defaqto-risk-focused-fund-family

The Defaqto Risk Focused Fund Family Diamond Rating relates to the Schroder Multi-Asset Funds.

Defaqto-dfm-mps

The Defaqto DFM MPS (Platform) Family Diamond Rating relates to the Schroder Model Portfolios.

Award

Schroder Investment Solutions was named ‘Best Model Portfolio Service’ at the Professional Adviser Awards 2023.

Defaqto DFM Service Gold Award

Our latest video updates

Market & portfolio update

Watch Alex Funk, CIO, Schroder Investment Solutions, provide a 6 minute client-facing 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.

Literature

Slide 1 of 7
Market and portfolio update
Monthly performance summary
Quarterly bulletin (combined)
Your Investment partner – A guide to Schroder Investment Solutions
Active vs passive investing
Cash vs investing
Model portfolios vs multi-asset funds

Get in touch

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

Fair Value Assessment reports

Slide 1 of 3
Schroder Strategic Index Portfolios (April 2023)
Schroder Active Portfolios (April 2023)
Schroder Sustainable Portfolios (April 2023)

Key information

Slide 1 of 2
Target Market
MPS Terms of Business

Adviser tools

Slide 1 of 2

Risk considerations

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. 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 meaning greater uncertainty of returns. Higher volatility risk: The price of the portfolios may be volatile as it may take higher risks in search of higher rewards, meaning the price may go up and down to a greater extent. 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. 

Important information

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.

Follow us

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.

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

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.