Extraordinary monetary policy since the financial crisis has skewed investment returns and tightened the relationships between equities, bonds and property, making diversification harder to achieve. Liquid Alternatives strategies can help to address this issue and provide more precise risk and return targeting.
Absolute return funds can introduce return streams into a portfolio that rely less on the direction of capital markets. This can be valuable at times of heightened equity valuations and rising interest rates.
This risk reduction potential does not necessarily come at the cost of future performance, which makes absolute return strategies a compelling opportunity.
Schroders has a large absolute return platform and over the past 20 years we have built one of the world’s largest absolute return fund ranges.
Our stable of internally-managed strategies is complemented by a handpicked selection of external alternative managers with proven track records. These are offered in a liquid, transparent and regulated manner.
Our Liquid Alternatives platform is built on three pillars; return enhancing growth strategies; diversification strategies and inflation protection strategies. Together they cover a broad spectrum of investors’ needs.
We also have the potential to add capabilities to meet the specific requirements of our larger institutional clients.
Our mission is to help investors build durable portfolios, tailored to individual risk and return needs. We take a consultative approach, ensuring that our clients get a portfolio that matches their needs, while providing consistent support as market conditions change.
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Investment involves risks. Past performance and any forecasts are not necessarily a guide to future or likely performance. You should remember that the value of investments can go down as well as up and is not guaranteed. You may not get back the full amount invested. Derivatives carry a high degree of risk. Exchange rate changes may cause the value of the overseas investments to rise or fall. If investment returns are not denominated in HKD/USD, US/HK dollar-based investors are exposed to exchange rate fluctuations. Please refer to the relevant offering document including the risk factors for further details.
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