Schroders announces exclusive distribution arrangement with HSBC to launch new multi-asset income fund
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
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Justine Crestois, PR Executive
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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.
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[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.”