Strategic Index Model PortfoliosA lower-priced entry point to our expertise: nine actively-managed portfolios made up of largely passive funds.
We choose the best passive managers and make sure the asset allocation stays fit for purpose.
We help you stay in control of client conversations with regular updates, webinars, and a dedicated sales team.
A focus on cost
Our Ongoing Charge Figure (OCF) includes our model portfolio fee of just 0.15%, without VAT.*
Active management delivered at a competitive cost
With our Strategic Index Model Portfolios, we choose a wide range of passive funds and review these on an ongoing basis.
Bringing this active touch to passive funds doesn’t just make the portfolios more affordable. It also means your clients can benefit from our fund-picking expertise; we pool knowledge from across Schroders to impartially choose passive funds – ones that are well-diversified by asset class, geographies and sectors.
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.
So how do we pick the right passive funds for these portfolios?
We select index tracker funds and Exchange Traded Funds (ETFs) with:
- a low tracking error
- a full or optimised replication method
- a low business risk
- competitive fees
- a reputable firm name attached.
The portfolios are independently risk mapped by Distribution Technology, Defaqto, Finametrica and Synaptic.
And independently rated
Here’s where you can access our Strategic Index Model Portfolios. We don’t endorse or recommend these platforms.
“The Strategic Index Model Portfolios appeal to investors who take a long-term view on asset class returns and want to be invested predominantly in index funds.”
Chief Investment Officer, Schroder Investment Solutions
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Fair Value Assessment report
*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.
Capital risk: All capital invested is at risk. You may not get back some or all of your investment. Counterparty risk: The portfolios 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. Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage the portfolio efficiently. The portfolio 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 fund. Equity risk: Equity prices fluctuate daily, based on many factors including general, economic, industry or company news. High yield bond risk: High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk. Interest rate risk: The portfolios may lose value as a direct result of interest rate changes. Leverage risk: The portfolios use derivatives for leverage, which makes them more sensitive to certain market or interest rate movements and may cause above-average volatility and risk of loss. 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. Money market & deposits risk: A failure of a deposit institution or an issuer of a money market instrument could have a negative impact on the performance of the portfolios. Negative yields risk: If interest rates are very low or negative, this may have a negative impact on the performance of the portfolios.
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.
Source of ratings: Defaqto, April 2023. Schroder Investment Solutions was named ‘Best Model Portfolio Service’ at the Professional Adviser Awards 2023 and 2022.
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.