Schroder ISF* Global Managed Growth
A dynamic approach to multi-asset investingOur approach
Schroder ISF Global Managed Growth has been designed specifically for South African clients who would like to access a flexible multi-asset portfolio. The fund offers clients strong diversification benefits through access to a wide range of global assets. The fund aims to provide capital growth and income in excess of 60% MSCI AC World Index unhedged to USD / 40% Barclays Global Treasury Index after fees have been deducted, over a five to seven year period, by investing in a diversified range of assets and markets worldwide.
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SISF Global Managed Growth Fund Shareholder Letter
Overview
A multi-asset portfolio offering strong diversification benefits
A dynamic approach to asset allocation takes account of valuations and the different stages of the economic cycle
Access to bottom-up security selection from leading specialists in key asset classes
Dynamic asset allocation
We have more of a bias towards growth return seeking assets when the economic environment is favourable, so that we can capture returns as they become available. However, in times of stress, we will shift the portfolio into more diversifying and risk reducing asset, aiming to minimise losses during market drawdowns.
Looking at risk from every angle
We take a bottom-up approach to security selection, with insights from leading fund managers in key asset classes. We combine both fundamental and quantitative capabilities in a single, globally-integrated research platform. This is important as our client needs are more multi- faceted than just a combination of risk and return.
Solution-focused investment approach
A flexible approach to implementation uses active and passive components to ensure we can provide value for clients and our global team provides a range of solutions to meet clients’ requirement for capital preservation, growth and income.
Global capacity with local presence
Our Multi-Asset team has over 100 professionals globally, in key financial locations across the globe including London, New York, Frankfurt, Hong Kong, Singapore and Sydney. Our team is dedicated to working closely with our clients to provide portfolios that are structured in line with their long-term performance objectives.
Meet the Managers
We have a team based approach to managing multi-asset portfolios, under the leadership of Johanna Kyrklund, Global CIO and Global Head of Multi-Asset Investments. Ugo Montrucchio and Michael Devereux are the lead fund managers responsible for the Global Managed Growth Fund.
Risk considerations
*Schroder International Selection Fund is referred to as Schroder ISF.
- Counterparty risk: The fund may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the fund may be lost in part or in whole.
- Credit risk: A decline in the financial health of an issuer could cause the value of its bonds to fall or become worthless.
- Currency risk: The fund may lose value as a result of movements in foreign exchange rates.
- Derivatives risk – efficient portfolio management: Derivatives may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.
- Emerging markets & frontier risk: Emerging markets, and especially frontier markets, generally carry greater political, legal, counterparty, operational and liquidity risk than developed markets.
- High yield bond risk: High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk.
- IBOR risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the fund.
- Liquidity risk: In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.
- Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.
- Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund.
- Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.
Important information:
For professional investors and advisers only. The material is not suitable for retail clients. We define "Professional Investors" as those who have the appropriate expertise and knowledge e.g. asset managers, distributors and financial intermediaries
This information is a marketing communication. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Information herein is believed to be reliable but we do not warrant its completeness or accuracy. Schroders has expressed its own views and opinions in this document and these may change. 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 any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. 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.
Subscriptions for shares of the Company can only be made on the basis of its latest Key Investor 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.
Issued in March 2023 by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales) is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998.