Blended PortfoliosChoose from six portfolios that include both active and passive approaches, across a diversified set of investments.
Choose from six fully diversified, multi-asset funds.
We help you stay in control of client conversations with regular updates, webinars, and a dedicated sales team.
A focus on cost
Balancing active and passive assets can help bring down the costs.
The best of both worlds
Active or passive? Why not the best of both? We go active in markets where there’s potential to make a real difference to returns, and passive where outperforming is harder to achieve.
A finely-tuned balance
To help us make the right decisions with strategic asset allocations (SAA), 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.
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.
The portfolios are independently risk mapped by Distribution Technology, Defaqto, Finametrica and Synaptic.
And independently accredited*
Competitive costs for your clients
Typically, our ongoing charges figure (OCF) is between 0.48%-0.54% for these portfolios (as at 31.03.2023).*
"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."
Chief Investment Officer, Schroder Investment Solutions
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Assessment of Value reports
Key Investor Information Documents
*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.
Objective and risk considerations
The Fund aims to provide capital growth and income by investing in a diversified range of assets and markets worldwide with a target average annual volatility (a measure of how much the Fund's returns may vary over a year) over a rolling five year period of between 30% to 45% of that of global stock markets (represented by the MSCI All Country World index).
Counterparty risk: The fund may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the fund may be lost in part or in whole. Credit risk: A decline in the financial health of an issuer could cause the value of its 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. 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. 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. 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.
Sustainability is our guiding principle, both for ourselves and the companies we invest in. If you’re not paying attention to ESG, you’re missing the chance to future-proof your investment strategies.
*Schroder Blended Portfolios are part of SimplyBiz's Risk Controlled (Growth) investment solutions and Multi-Asset Researched Fund List. Source of ratings: Defaqto, April 2023.
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.