Schroder Investment Solutions
Investment solutions that work for you
Best of Schroders
A proven track record delivered through access to the Best of Schroders.
A focus on cost
Our Ongoing Charge Figure (OCF) includes our model portfolio fee of just 0.15%.
Service
We help you stay in control of client conversations with monthly updates, high quality reporting and a dedicated local team.
Investment solutions for your clients
Schroder Investment Solutions offers a range of international model portfolios to suit clients across the full risk spectrum. You can choose from active and sustainable approaches to reflect your clients' views on investment. We not only actively manage your clients' investments, but also provide rich and informative reporting - including client-facing quarterly reports and monthly market commentary. We’re focused on delivering appropriate client investment outcomes by leveraging Schroders' proven investment expertise, at a cost that can offer real value for money.
Our international portfolios are managed in both sterling and dollar base currencies and incorporate the requirements for resident non-domiciled investors.
We also continue to offer an onshore range of model portfolios and multi-asset funds for UK investors. Find out more here.
Our international investment solutions
Our international model portfolios help you deliver a breadth of solutions that meet your clients’ investment needs.
Let us help with the heavy lifting
You know your clients inside and out. But meeting their different investment needs can pose challenges. Our range of actively managed international model portfolios can keep you on top of:
- increasing regulatory burden
- managing multiple client portfolios with all the time and cost that is involved
- how economic and market developments impact your clients' investments
Leaving you with more time to focus on your clients and business plans.
Combining our strengths
The best of Schroders
To deliver Schroder Investments Solutions we bring together specialist resources from across the Schroders Group.
Our model portfolio range
International Active Model Portfolios
Go all active: four model portfolios built from actively-managed funds. Available in sterling and dollar share classes.
International Sustainable Model Portfolios
Investing in a better world: four actively-managed portfolios with people, planet and profit in mind. Available in sterling share class.
A proven track record
The Schroder Investment Solutions range has been tried and tested for more than ten years in the UK market and has £5 billion in assets under management (as at 31.01.2024).
Literature
Videos
Life after cash
William Andrew, Head of London, is joined by Alex Funk, CIO, Schroder Investment Solutions, and Tara Jameson, Multi-Asset Fund Manager for a follow up discussion of our cash vs investing video in June 2023. This may be used with clients to answer their questions on this subject.
Get in touch
To find out more about Schroder Investment Solutions, just get in touch with your usual Schroders' representative. Alternatively, email solutions@schroders.com.
Risk considerations
Capital risk: All capital invested is at risk. You may not get back some or all of your investment. Counterparty risk: The portfolios may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the portfolios may be lost in part or in whole. Credit risk: A decline in the financial health of an issuer could cause the value of the instruments it issues, such as equities or bonds, to fall or become worthless. Currency risk: The fund may lose value as a result of movements in foreign exchange rates, otherwise known as currency rates. Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage the portfolio efficiently. The portfolio may also materially invest in derivatives including using short selling and leverage techniques with the aim of making a return. 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. Equity risk: Equity prices fluctuate daily, based on many factors including general, economic, industry or company news. High yield bond risk: High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk. Interest rate risk: The portfolios may lose value as a direct result of interest rate changes. Leverage risk: The portfolios use derivatives for leverage, which makes them more sensitive to certain market or interest rate movements and may cause above-average volatility and risk of loss. 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, meaning investors may not be able to have immediate access to their holdings. Money market & deposits risk: A failure of a deposit institution or an issuer of a money market instrument could have a negative impact on the performance of the portfolios. Negative yields risk: If interest rates are very low or negative, this may have a negative impact on the performance of the portfolios.