Income Portfolio
An actively-managed, multi-asset fund designed to create a sustainable level of income.
Income and growth
We don’t just focus on current income but look to grow income streams too.
Service
We help you stay in control of client conversations with regular updates, webinars, and a dedicated sales team.
A focus on cost
We aim to keep our Ongoing Charge Figure (OCF) competitive.
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.
An all-round investment process and philosophy
Grounded in research, built on global resources, aligned with our clients’ interests.
Risk mapped
The portfolio is independently risk mapped by Distribution Technology, Defaqto, Finametrica and Synaptic.
And independently rated
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"This income portfolio appeals to investors seeking a multi-asset portfolio focused on delivering a sustainable level of income .”
Chief Investment Officer, Schroder Investment Solutions
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For further information on the Income Portfolio including our latest factsheet, performance and top 10 holdings, visit our dedicated Solutions Fund Centre.
Literature
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Key information
Objective and risk considerations
Investment objective
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).
Risk considerations
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: Failures at service providers could lead to disruptions of fund operations or losses. 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.
Adviser tools
Sustainable investing
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.
Important information
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.