Multi-Asset

Go for the best of all worlds by combining different assets
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Built for change

Change is inevitable – and to meet long-term goals, you need to plan for it

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Greater security

Different assets have different strengths, so combining them provides extra security

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Robust portfolios

Our team members constantly challenge each other to build portfolios that can stand the test of time

The only certainty is uncertainty

All investments come with risks, but we know that different assets react differently to the conditions they face. So while no one can see the future, we can work out what should perform best in a worst-case scenario.

 

Multi-asset investing takes that to its logical conclusion by combining different assets. Balancing a mix of shares, bonds, alternatives and cash is the formula for hitting targets in good times and limiting damage in bad ones.

We shape strategies to meet long-term goals

For some individuals and advisers, we offer ready-made, balanced portfolios, designed to deliver the best possible value for money. We aim to tailor investments to meet your needs and understand the importance of sustainability in relation to diversification and risk.

Shared goals, not group think

When putting together a mix of assets, we don’t use a “set and forget approach”. We’re constantly reviewing, rebalancing and refining, using in-house proprietary tools to stress-test the portfolios against different scenarios.

That’s only one half of the equation though. The other is the human factor. We pride ourselves on having a culture of accountability that makes us stand out. Our team members discuss and debate every investment rigorously to build you a more robust portfolio.

“We believe combining the strengths of different asset types and strategies will give you a better chance of achieving your desired outcomes, no matter the market environment.”

Past performance is no guarantee of future performance. The value of investments and the income they produce can go down as well as up, and you (or your clients) might not get back what you originally invested.

For illustrative purposes only; does not constitute a recommendation to invest in the above-mentioned security/sector/country.

Please consider a fund's investment objectives, risks, charges and expenses carefully before investing. The Schroder mutual funds (the “Funds”) are distributed by The Hartford Funds, a member of FINRA. To obtain product risk and other information on any Schroders Fund, please click the following link. Read the prospectus carefully before investing. To obtain any further information call your financial advisor or call The Hartford Funds at 1-800-456-7526 for Individual Investors.  The Hartford Funds is not an affiliate of Schroders plc.

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.”

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security/sector/country.

Schroders Capital is the private markets investment division of Schroders plc. Schroders Capital Management (US) Inc. (‘Schroders Capital US’) is registered as an investment adviser with the US Securities and Exchange Commission (SEC).It provides asset management products and services to clients in the United States and Canada.For more information, visit www.schroderscapital.com

SIMNA, SFA and Schroders Capital are wholly owned subsidiaries of Schroders plc.