Blended MPS

Flexible, diversified portfolios combining active and passive strategies to help meet your clients’ evolving investment needs.

Cost-efficient investment

We offer access to high-quality fund managers while keeping your costs competitive.

Expanded investment opportunities

Our portfolios give you access to a wider range of opportunities, so no need to choose between different investment styles.

The best of both worlds

We carefully combine active and passive strategies to maximise returns at each level of risk.

Why choose the Schroder Blended MPS?

Active use of passive investments

We adopt an active approach to using passive strategies, dynamically allocating between active and passive investments to adapt to changing market conditions. This keeps portfolios well-positioned across different investment styles, with the goal of delivering better client outcomes.

Global investment expertise

Reliable performance backed by experience: we leverage the expertise of over 900 fund managers and analysts at Schroders, including 145 multi-asset specialists. Our global research, strong risk management, and industry knowledge help us build resilient portfolios aimed at delivering consistent, long-term results, even in changing markets.

Access to alternative investments

The Blended MPS includes a dedicated allocation to alternative assets, such as real assets, hedge funds, and commodities, providing clients with new sources of return, improved diversification, and enhanced risk management. These alternatives can help smooth the investment journey, offer additional protection during market fluctuations, and expand portfolio opportunities.

Aiming for the optimal blend

Our Blended MPS follows our proven investment principles, combining active and passive strategies to maximise returns at each level of risk. We typically use passive funds in more efficient markets - such as US equities - and active funds where detailed analysis adds value, like emerging markets. The allocation is dynamic and will shift depending on market conditions, seeking to capture growth in rising markets and added protection in more challenging years.

SIS Blended Active Passive Infographic_2880x1620px_UPDATED

A finely-tuned balance

To help us make the right decisions with strategic asset allocation, our extensive asset class research forms the base of our investment philosophy. By understanding how assets typically behave over time, we can build portfolios that maximise returns for each level of risk.

There is a choice of six portfolios. At one end is Portfolio 3, which is designed to be more defensive with a higher weight to assets such as bonds and cash. At the other end there is Portfolio 8, which is designed to deliver longer-term returns through a higher holding in growth assets like equities. Each of the portfolios in the range takes a different level of risk, which means you can choose the one that best meets your clients' needs.

An illustration of how our strategic asset allocation may look is below.

Strategic asset allocation for the Schroder Blended Portfolios

Get in touch

Independently accredited

Platform_Service_Gold_Colour_RGB

Source: Defaqto as at January 2026.

Literature

January 2026

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.

Our latest insights

Risk considerations

Prior to making an investment decision, please consider the following risks:

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, 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 portfolios efficiently. The portfolios 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 portfolios. 

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.

Interest rate risk

The portfolios may lose value as a direct result of interest rate changes.

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. This could affect performance and could cause the portfolios to defer or suspend redemptions of its shares, meaning investors may not be able to have immediate access to their holdings.

Money market & deposits 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.

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 risk

The portfolios apply sustainability criteria in its selection of investments. This investment focus may limit the portfolios’ exposure to companies, industries or sectors and the portfolios may forego investment opportunities that do not align with its sustainability criteria chosen by the investment manager. As investors may differ in their views of what constitutes sustainability, the portfolios may invest in companies that do not reflect the beliefs or values of any particular investor. 

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, the Schroder Blended MPS 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, the Schroder Blended MPS 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.