Sustainable Model Portfolios

Investing in a better world: six actively-managed portfolios with people, planet and profit in mind.
Actively managed

Actively managed

Six portfolios spanning different assets, managers and styles – but all in line with sustainable values.

Impact reporting

Impact reporting

Our reporting highlights the positive impact that your clients’ investments have on people and planet.

A focus on cost

A focus on cost

Our Ongoing Charge Figure (OCF) includes our model portfolio fee of just 0.15%, without VAT.

A wide range, a clear goal

From green funds to impact investing, our sustainable model portfolios give your clients exposure to a diverse range of purposeful investments – multi-asset, multi-manager, multi-styled. 

At the same time, certain funds in the portfolios also screen out investments like fossil fuels, weapons and tobacco.

Watch Alex Funk, CIO, Schroder Investment Solutions, introduce the Sustainable Portfolios.

The three pillars of investing

We need to go further than the classic ‘risk and return’ paradigm when weighing up an investment. Impact is the third pillar that helps us uncover an asset’s real potential – and this approach helps us achieve your clients’ outcomes.

Finding leading, sustainability-focused managers

We pool knowledge from across Schroders to pinpoint the best active managers with defined sustainability or impact goals. On top of that, we look for: 

  • a repeatable investment philosophy 
  • a sound risk management process 
  • a strong and incentivised investment team 
  • a record of consistent outperformance. 

This means your clients get diversified, multi-asset portfolios spanning different risk levels and investment styles – but all with sustainable goals in mind. 

Here’s how we pick sustainable investment funds

We narrow down the options based on these criteria: 

  • We start by looking through all the funds available in the UK 
  • We assess them quantitively: on performance, risk, asset allocation 
  • We assess them qualitatively: on their team, philosophy, processes 
  • We take a firm-wide look at their sustainability credentials: 
    • What does their thought leadership say on the topic?
    • How do their voting records look in the annual report?
    • Do they have a sustainable investment policy?
  • We assess them at a fund level:
    • What are the fund’s objectives and goals? 
    • What’s the investment style and process? 
    • How does this measure up to their peers? 

And independently rated

These portfolios appeal to investors who want to leave a positive mark on the world while meeting their financial goals.”

Alex Funk

Chief Investment Officer, Schroder Investment Solutions

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Risk considerations

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 portfolios may lose value as a result of movements in foreign exchange rates. Derivatives risk: A derivative may not perform as expected, and may create losses greater than the cost of the derivative. 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 portfolios may not be able to sell a security for full value or at all. 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. 

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

Schroder Investment Solutions is the trading name for the following products and services: the Schroder Blended Portfolios, the Schroder Tactical 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 Tactical 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.

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Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

This marketing material is for professional clients or advisers only. This site is not suitable for retail clients.

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

On 17 September 2018 our remaining dual priced funds converted to single pricing and a list of the funds affected can be found in our Changes to Funds. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices.