Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.
*The strategies listed include those which may be subject to the ability to meet investment minimums and other specific criteria, and may not be directly available to U.S. investors.
**Index: The MSCI ACWI ex US Index (the benchmark) is an unmanaged portfolio of equity securities used as a point of comparison for the strategy. No strategy can guarantee that its performance will exceed or match the performance of its benchmark.
Investment risks: All investments, domestic and foreign, involve risks including the risk of possible loss of principal. The market value of the portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions. Investing overseas involves special risks including among others, risks related to political or economic instability, foreign currency (such as exchange, valuation, and fluctuation) risk, market entry or exit restrictions, illiquidity and taxation. Emerging markets pose greater risks than investments in developed markets.
There can be no guarantee these strategies will be successful or that the investment objective can be achieved.
Schroder Investment Management North America Inc. (“SIMNA”) is an SEC registered investment adviser providing asset management products and services to clients in the US and in Canada, NRD Number 12130, registered as a Portfolio Manager with the securities regulatory authorities in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec and Saskatchewan. 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 Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. SFA markets certain investment vehicles for which other Schroders entities are investment advisers.
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.
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The material on this website is issued by Schroders and contains the views and opinions of the particular individuals and is for general information only and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. Reliance should not be placed on the views and information herein when taking individual investment and/or strategic decisions. Investment strategies discussed in this website may not be available in every jurisdiction or may only be available only in institutional vehicles.
All queries about specific investment products should be directed to the Schroders office in the jurisdiction where you reside.
Schroder Investment Management North America Inc. is an indirect wholly owned subsidiary of Schroders plc and an SEC registered investment adviser registered in Canada in the capacity of Portfolio Manager with the securities regulatory authorities in the Provinces of Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec and Saskatchewan, and provides asset management products and services to clients in those jurisdictions. This document does not purport to provide investment advice and the information contained in this site is for general informational purposes only. It does not constitute or form part of any offer for sale or solicitation of any offer to buy or subscribe for any securities. It does not purport to describe the business or affairs of any issuer and is not being provided for delivery to or review by any prospective purchaser so as to assist the prospective purchaser to make an investment decision in respect of any securities, and is not otherwise provided in furtherance of a trade in securities. This document is delivered to certain qualified recipients only and may not be communicated, disclosed or quoted from except as specifically approved by Schroder Investment Management North America Inc.