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 to the previous decade.
Schroder ISF Dynamic Income (‘the Fund’) 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 SFDR1.
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 Officer 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.”
1An 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.”
For further information, please contact:
Hilary Espinosa, Penta Asia | +65 9423 5851 | |
Clarence Chen, Schroder Investment Management (Singapore) Ltd. | +65 6800 7397 |
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 assets) 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.
Important information
This is prepared by Schroders for information and general circulation only and the opinions expressed are subject to change without notice. It does not constitute an offer or solicitation to deal in units of any Schroders fund (the “Fund”) and does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this. Investors may wish to seek advice from a financial adviser before purchasing units of any Fund. In the event that the investor chooses not to seek advice from a financial adviser, he should consider whether the Fund in question is suitable for him. Past performance of the Fund or the manager, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the Fund or the manager. The value of units in the Fund, and the income accruing to the units, if any, from the Fund, may fall as well as rise. Investors should read the prospectus, available from Schroder Investment Management (Singapore) Ltd or its distributors, before deciding to subscribe for or purchase units in any Fund. Funds may carry a sales charge of up to 5%. This article has not been reviewed by the Monetary Authority of Singapore.