Investment Solutions

Investment solutions that work for you

Best of Schroders

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

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%.

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

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

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The best of Schroders

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

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Our solutions range

Global Multi-Asset Portfolios

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

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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 with purpose: six actively-managed portfolios with people and planet 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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Income Portfolio

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

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Meet your local Schroders contact

And independently accredited

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Defaqto-risk-focused-fund-family

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

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

Defaqto DFM Service Gold Award

The ARC 3D Award indicates Schroders' engagement with ARC’s Investment Manager Research Programme and fulfilment of the due diligence criteria.

Awarded to the Active, Strategic Index & Sustainable Portfolios. The ARC 3D Award indicates Schroders' engagement with ARC’s Investment Manager Research Programme and fulfilment of the due diligence criteria. It is not a rating or endorsement of suitability for specific clients but a validation of our commitment to transparency.

Literature

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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

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Fair Value Assessment reports

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Schroder Strategic Index Portfolios (April 2023)
Schroder Active Portfolios (April 2023)
Schroder Sustainable Portfolios (April 2023)

Key information

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Target Market
MPS Terms of Business

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 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 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.