Blended Portfolios
Choose from six portfolios that include both active and passive approaches, across a diversified set of investments.Important information about Schroder Investment Solutions
On 3 November 2026, ownership of Schroders Investment Portfolio Services Limited ("SIPSL"), a company that provides services under the Schroders Investment Solutions ("SIS") brand, transferred to the Soderberg & Partners group of companies*. SIS (and SIPSL) are now part of the Soderberg & Partners group and no longer part of Schroders.
SIPSL is a model portfolio provider and investment manager. The management company of the funds remains a Schroders entity (Schroder Unit Trusts Limited) and other Schroders group entities will provide certain operational and transitional support services to SIPSL under agreed transitional arrangements.
We are updating this website to reflect these changes. In the meantime, some content may refer to ownership, delegation or operating arrangements that applied before completion and should be read in that context.
*Ultimate parent company being Söderberg & Partners Holding AB.
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."
Portfolio Manager, 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.
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 February 2026.
Awarded to the full range.
Source: Dynamic Planner as at October 2026. The Premium Fund rating has been awarded to Blended Portfolios 3-8.
Source: SimplyBiz as at October 2026. Schroder Blended Portfolios (3-7) are part of SimplyBiz's Multi-Asset Researched Fund List.
Awarded in March 2026.
Literature
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 products and services referenced in this communication. The Schroder Blended Portfolios are provided by Schroder Unit Trusts Limited. Registered address 1 London Wall Place, London EC2Y 5AU. Registration No. 4191730. Authorised and regulated by the Financial Conduct 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.