Income Portfolio
An actively-managed, multi-asset fund designed to create a consistent level of income.
Income and growth
We don’t just focus on current income but look to grow income streams too.
A focus on cost
We aim to keep our Ongoing Charge Figure (OCF) competitive.
Service
We help you stay in control of client conversations with regular updates, webinars, and a dedicated sales team.
"This income portfolio appeals to investors seeking a multi-asset portfolio focused on delivering a dependable level of income.”
Head of UK Multi-Asset & CIO, Schroder Investment Solutions
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For further information including our latest factsheet, performance and top 10 holdings, visit our dedicated Solutions Fund Centre.
A wider pool creates a steadier stream
This portfolio combines a wide range of different traditional and alternative investments that seeks to deliver a sustainable level of income.
A finely-tuned balance
We have a robust asset allocation framework with the appropriate balance between asset classes, sectors and regions. Spreading all investments across a well diversified range of assets also helps to reduce risk. We design the optimal blend of asset classes to target a consistent income at an appropriate level of risk.
An illustration of how our strategic asset allocation may look is below.
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Risk mapped solution
The portfolio is independently risk mapped by Distribution Technology, Defaqto, Synaptic and Oxford Risk.
Independently rated
Source: Defaqto as at December 2025.
Literature
Key information
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Risk considerations
Prior to making an investment decision, please consider the following risks:
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 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 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 meaning greater uncertainty of returns. |
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. |
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.