Blended Portfolios
Choose from six portfolios that include both active and passive approaches, across a diversified set of investments.
Actively investing in passives
Blending active and passive funds means we can strike a balance between efficient and less efficient markets.
A focus on cost
Balancing active and passive assets can help bring down the costs.
Service
We help you stay in control of client conversations with regular updates, webinars, and a dedicated sales team.
"By investing in passive funds in more efficient markets, while taking a high-conviction, active position in less efficient markets, the active-passive exposure is dynamically adjusted to the global economic cycle."
Head of UK Multi-Asset & CIO, Schroder Investment Solutions
Explore our portfolios
Visit our dedicated solutions digital hub for the latest performance data, asset allocation details, factsheets, and more.
Actively using passives
Blending active and passive funds means we can strike a balance between efficient and less efficient markets and aim to deliver consistent returns. An example of an efficient market is North America, where information is freely available to all. Emerging markets are generally less efficient, and research and detailed analysis are key.
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 funds. 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.
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Risk mapped solutions
Our funds are independently risk mapped by Distribution Technology, Defaqto, Synaptic and Oxford Risk, delivering a range of risk profiles to meet your clients’ objectives and attitude to risk.
Independently accredited
Source: Defaqto as at December 2025.
Source: Dynamic Planner as at December 2025. The Select Solution rating has been awarded to Blended Portfolios 3, 4 and 8.
Source: SimplyBiz as at December 2025. Schroder Blended Portfolios are part of SimplyBiz's Multi-Asset Researched Fund List.
Literature
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Factsheets
Key Investor Information Documents
Prospectus
Assessment of Value report
Risk considerations
Prior to making an investment decision, please consider the following risks:
Counterparty risk | The funds 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 funds may lose value as a result of movements in foreign exchange rates, otherwise known as currency rates. |
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. |
Liquidity risk | In difficult market conditions, the funds may not be able to sell a security for full value or at all. This could affect performance and could cause the funds 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. |
Operational risk | Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the funds. |
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.