Schroders launches Global Multi-Asset Thematic Fund in Hong Kong

Dynamic allocation in three major themes to capture growth opportunities globally


Important Information
The fund invests primarily in global equities and equity related securities, fixed income securities and real estate investment trusts (“REITs”) The fund will have limited Renminbi (RMB) denominated underlying investments and adopts a thematic approach in the selection of equity securities.
1. The fund’s investments in equity may be subject to equity investment risk.
2. The fund’s investments in fixed income securities may be subject to credit and counterparty, credit rating, interest rate, liquidity, volatility, sovereign risks. The fund’s investments in below investment grade and/or unrated debt securities may be subject to higher degree of the above risks.
3. The fund adopts a thematic investment approach. Periodic rebalancing among different themes may incur greater transaction costs than a fund with static allocation strategy and more volatile than a fund which invests in more diversified types of investment.
4. The fund’s investments in emerging and less developed markets may be subject to significant risks such as ownership and custody risks, political and economic risks, market and settlement risks, legal and taxation risks etc.
5. The fund may invest into instruments denominated in currencies other than the fund's base currency and subject to currency and exchange risk. If investor’s base currency is a different currency than the share class’s currency being invested in, investors may incur currency conversion costs and may suffer losses depending on the exchange rate movements. RMB is currently not freely convertible. There is no assurance that RMB will not be subject to devaluation.
6. The fund may use derivatives to meet its investment objective. Derivatives exposure may involve higher counterparty, liquidity and valuation risks. In adverse situations, the fund may suffer significant losses.
7. In respect of the distribution units, the manager will declare and pay monthly distributions. However, the distribution rate is not guaranteed. Distribution yield is not indicative of the return of the fund. Distribution may be paid from capital of the fund. Investors should note that where the payment of distributions are paid out of capital, this represents and amounts to a return or withdrawal of part of the amount you originally invested or capital gains attributable to that and may result in an immediate decrease in the value of units.
You should not make any investment decision solely based on this document. Please read the relevant offering document carefully for further fund details including risk factors.

Schroders today announced the launch of the Schroder Global Multi-Asset Thematic Fund (the Fund) in Hong Kong. The Fund aims to provide capital growth and income opportunities with moderate volatility through a portfolio of global equities and fixed income securities that are able to benefit from the exposures to a number of investment themes. The Fund focuses on three core investment themes: Innovative Transformation, Cities and Lifestyles, and Environment and Sustainability – structural trends that are already changing the world.

The Fund is a Hong Kong-domiciled fund, with a low to medium risk level, aimed to be a choice for the banks who are searching for products to capture business opportunities under the Greater Bay Area’s Wealth Management Connect scheme. 

The Fund is managed by Patrick Brenner and Keiko Kondo from the Asia Multi-Asset team, and the team is further supported by the breadth and depth of Schroders’ specialist equity and fixed income teams. The Multi-Asset team adopts a flexible approach in allocating amongst different asset classes according to market conditions, whilst holding decisions within an asset class would benefit from the fundamental analyses by the various specialist teams.

The Fund’s multi-thematic approach enables investors to tap into a broad set of opportunities across the globe, as opposed to limiting their investment options within a single theme. Adopting a Multi-Asset strategy in thematic investing is also a prudent way of managing risk, as it involves long-term investments in growth companies that could at times be impacted by cyclical factors.

Patrick Brenner, Head of Multi-Asset Investments, Asia, Schroders, said:

“At the heart of thematic investing is human ingenuity and the innovation that drives global transformations. A multi-thematic approach provides a more holistic way of how we think about our world and investments, inspiring us to dig deeper to unearth lesser-known opportunities that are changing our way of life.

“To give an example around innovative transformation, we see that many 5G-enabled technologies require the use of semiconductors, which takes extreme precision to manufacture. There are only a few companies in the world that owns the lithographic technology that chipmakers use to produce semiconductors. According to market estimates, 5G-related revenues overall will rise from less than US$100 billion in 2021 to US$720 billion by 20301. Hence, such companies are expected to perform well as demand for 5G increases.

“Needless to say, we can all resonate with the changes in lifestyle especially after the pandemic. With e-commerce revenue projected to grow to US$5.4 trillion in 2022, some of the world’s largest e-retailers are also improving their warehouse systems with the use of artificial intelligence and robotics. Companies that specialise in supply chain automation are already benefiting from this demand, while the use of industrial robots is expected to double in the next five years, providing more opportunities from an investment perspective.

“Awareness in renewable energy has been on the rise given the net-zero targets set out by various governments. The breadth of the related opportunities in this space goes beyond power generation and ventures out to building power grids and energy storage. By 2050, the world will need more than double the length of global power lines and transformers to enable the growth of renewables.”

Clara Law, Head of Hong Kong Intermediary Business, Schroders, said:

“There are not many multi-theme funds in the market, we are a first mover of a dynamically managed multi-asset and multi-theme fund domiciled in Hong Kong. The addition of the Schroder Global Multi-Asset Thematic Fund to our broad array of Multi-Asset investment strategies reflects our ongoing commitment to providing the most adequate growth and income solutions to investors in Hong Kong, as always.

“We are excited to offer Hong Kong investors another innovative approach to accessing a range of globally diversified companies that are shaping the new world. The pandemic has shed light on the vast number of innovations out there that could change the world for the better. We currently focus on three key themes, and our team of investment professionals will continue to uncover as new themes emerge, in order to help investors capture hidden gems out there.

“We also want to support our Hong Kong intermediary partners in the soon-to-launch Greater Bay Area’s Wealth Management Connect initiative by creating a Hong Kong-domiciled fund that has a relatively low to medium risk profile and provides a broad extent of global exposure that many Greater Bay Area investors may not already have access to.

“With our experience and track record in managing Multi-Asset solutions, such as our flagship Asian asset income and China asset income strategies, we see this fund as a new gateway for investors in the Greater Bay Area to tap into long-term growth opportunities.”

1 Source: Delta Partners Analytics, European Commission, IDTechEx Research – 5G Technology, Market and Forecasts 2019-2029.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.

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Schroder Investment Management North America Inc. (“SIMNA”) is an SEC registered investment adviser, CRD Number 105820, providing asset management products and services to clients in the US and registered as a Portfolio Manager with the securities regulatory authorities in Canada.  Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and as an Exempt Market Dealer with the securities regulatory authorities in Canada.  SFA markets certain investment vehicles for which other Schroders entities are investment advisers.”

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