Active management at passive prices
Dynamic asset allocation with active stock selection to adapt to a changing world, with an OCF capped at 0.22%.
Best of Schroders
Leveraging the resources of our multi-asset and economics teams to deliver five diversified global multi-asset funds.
Empowering client relationships
Access client updates, investment insights, webinars and dedicated sales support - all to help you lead effective client conversations.
Introducing our Global Multi-Asset Portfolios
Low-cost, actively managed and dynamic funds, designed for today's evolving world.
Capital at risk. The value of investments can go down as well as up and investors may not get back the amount originally invested. Please see the risk disclosures below.
Explore our portfolios
Visit our dedicated solutions digital hub for the latest performance data, asset allocation details, factsheets, and more.
A proven investment process
The funds benefit from three stages of decision-making.
1. Strategic asset allocation
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 five funds. At one end is the Cautious Portfolio, which is designed to be more defensive with a higher weight to assets such as bonds and cash. At the other end there is the Adventurous portfolio, 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.
2. Dynamic asset allocation
We take a dynamic approach to adjusting the asset allocation of the portfolios relative to their long-term strategic positions. Each portfolio has enough flexibility to dynamically allocate assets to both take advantage of opportunities and also avoid risks presented by the markets.
3. Active stock selection
We combine both active and passive investment approaches for stock selection. When we decide on an active approach, we have access to an extensive range of Schroder funds. We aim to combine funds with differing processes and styles in order to achieve our performance objectives whilst balancing the portfolio’s risk.
For our passive selection, we use index ETFs, equity and bond futures and FX forward contracts. These allow us to dynamically adapt to market conditions to implement our views, hedge exposure and manage risk.
Meet the fund managers
Co-managers Philip Chandler and Tara Fitzpatrick
Making the most of opportunities in the market
Philip Chandler, Head of UK Multi-Asset and CIO, Schroder Investment Solutions, and Tara Fitzpatrick, Fund Manager, share insights on the Global Multi-Asset Portfolios. Click on the three dots to download and share this video with your clients.
Get in touch
Risk mapped
The portfolios are independently risk mapped by Distribution Technology, Defaqto and Synaptic.
And independently rated
Source Defaqto as at February 2025.
Awarded to the full range.
The Moderately Cautious Portfolio has been named a ‘Premium’ fund by Dynamic Planner.
All the portfolios are named in Simplybiz's Multi-Asset Research Fund List.
The Cautious Portfolio has an 'Elite Radar' rating from FundCalibre.
Key investor literature
Download our monthly factsheets, Key Investor Information, the Prospectus and our latest Assessment of Value reports here.
Literature
Adviser case study
Douglas Mitchell, Director at Wealth Professional CFP, discusses why he would recommend the Global Multi-Asset Portfolios. To watch more of our case studies, just get in touch
In the media
Read our frequently asked questions
Head over to our FAQ page.
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 funds 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. |
Derivatives risk | Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage the funds efficiently. The funds 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 funds. |
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 funds 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. |
Investments in other collective investment schemes risk | The funds will invest mainly in other collective investment schemes. |
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 loses 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.