Schroders today announces the global launch of a new multi-asset income fund exclusively available to HSBC Global Private Banking and Wealth clients for six months across Asia, Europe, and the Middle East.
The fund was designed in response to the new era of high inflation and interest rates, with HSBC and Schroders recognising that successful income investing will require a well-diversified and highly flexible approach when compared with the previous decade.
Schroder ISF Dynamic Income is designed to deliver an attractive and resilient income stream by investing in a diversified portfolio of assets worldwide, including equities, fixed income, and alternative investments such as convertibles bonds, securitised debt, insurance-linked securities, and emerging market debt. The Fund also seeks to provide capital growth through controlled thematic opportunities and regular income components to ride out market volatility.
Blending the best of Schroders’ investment capabilities, the Fund will be actively managed by Schroders' Head of Multi-Asset Growth and Income Remi Olu-Pitan, and Head of Multi-Asset Income Dorian Carrell to capture quality global income opportunities. The Fund will also incorporate environmental and/or social characteristics, within the meaning of Article 8 of the SFDR[1].
Schroder ISF Dynamic Income aligns with HSBC Global Private Banking and Wealth CIO’s focus on quality assets with resilient earnings to offer investors an investment entry point and diversification benefits at current market levels.
Peter Harrison, Group Chief Executive of Schroders, said:
“What has worked over the past decade may not work in the next decade for investors in search of income and capital growth. In a world of elevated inflation and interest rates, investors' capital needs to work harder.
“This exclusive distribution arrangement reflects the shared commitment of Schroders and HSBC to delivering value-added investment solutions and empowering investors with access to innovative strategies. Combining Schroders' extensive investment expertise with HSBC's strong distribution network, Schroder ISF Dynamic Income provides HSBC Global Private Banking and Wealth clients with a differentiated investment solution that aims to deliver consistent income and long-term capital growth.
“It also further demonstrates Schroders’ commitment to working closely with our distributors to deliver tailored investment solutions, thanks to our diversified and market-leading investment platform."
Lavanya Chari, Global Head of Investments and Wealth Solutions of HSBC Global Private Banking & Wealth, said:
“We are pleased to continue our programme of global fund launches, now with an actively managed investment solution which will enable our clients to access a range of asset classes across global markets. A diversified investment approach enables our clients to stay invested through different market cycles. This launch complements our existing strong fund offering to provide an additional option for our clients to put cash to work for their portfolios.”
For further information, please contact:
Andy Pearce, Head of Media Relations
| +44 20 7658 2203 |
|
Justine Crestois, PR Executive
| +44 20 7658 5186 |
Note to Editors
To view the latest press releases from Schroders visit: Newsroom - Media Relations - Schroders
SISF Dynamic is registered in the following countries: Austria, Belgium, Bulgaria, Denmark, Finland, France, Germany, Greece, Gibraltar, Hungary, Iceland, Irish Republic, Latvia, Lithuania, Liechtenstein, Luxembourg, Malta, Macao, Netherlands, Norway, Spain, Sweden, Hong Kong, Singapore, Switzerland, UAE, United Kingdom.
Schroders plc
Schroders is a global investment management firm with £726.1 billion (€846.1 billion; $923.1 billion) assets under management, as at 30 June 2023. Schroders continues to deliver strong financial results in ever challenging market conditions, with a market capitalisation of circa £7 billion and over 6,100 employees across 38 locations. Established in 1804, the founding family remains a core shareholder, holding approximately 44% of Schroders’ shares.
Schroders has benefited from a diverse business model by geography, asset class and client type. It offers innovative products and solutions across four core growing business areas; asset management, solutions, Schroders Capital (private markets) and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, high net worth individuals and foundations. Schroders also manages assets for end clients as part of its relationships with distributors, financial advisers and online platforms.
Schroders aims to provide excellent investment performance to clients through active management. It also channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we will deliver for our shareholders and other stakeholders.
Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular updates by e-mail please register online at www.schroders.com for our alerting service.
Important Information
This document does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder International Selection Fund (the “Company”). Nothing in this document should be construed as advice and is therefore not a recommendation to buy or sell shares. An investment in the Company entails risks, which are fully described in the prospectus.
Subscriptions for shares of the Company can only be made on the basis of its latest Key Information Document and prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Europe) S.A.
These documents may be obtained in English, free of charge, from the following link: http://www.eifs.lu/schroders. Schroders may decide to cease the distribution of any fund(s) in any EEA country at any time but we will publish our intention to do so on our website, in line with applicable regulatory requirements.
The fund has the objective of sustainable investment within the meaning of Article 8 of Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector (the “SFDR”). For information on sustainability-related aspects of this fund please go to www.schroders.com
Any reference to sectors/countries/ stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/ securities or adopt any investment strategy. Past Performance is not a guide to future performance and may not be repeated.
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. Exchange rate changes may cause the value of investments to fall as well as rise.
Performance data does not take into account any commissions and costs, if any, charged when units or shares of any fund, as applicable, are issued and redeemed.
Schroders has expressed its own views and opinions in this document and these may change.
Schroders will be a data controller in respect of your personal data. For information on how Schroders might process your personal data, please view our Privacy Policy available at www.schroders.com/en/privacy-policy/; or on request should you not have access to this webpage.
A summary of investor rights may be obtained from https://www.schroders.com/en-lu/lu/individual/summary-ofinvestor-rights/.
For your security, communications may be recorded or monitored.
Issued by Schroder Investment Management (Europe) S.A., 5, rue Höhenhof, L-1736 Senningerberg, Luxembourg.
Registration No B 37.799.
[1] An Article 8 Fund under the Sustainable Finance Disclosure Regulation (SFDR) is defined as “a Fund which promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices.”