International Active Model PortfoliosGo all active: four model portfolios built from actively-managed funds. Available in sterling and dollar share classes.
Choose from four fully diversified, multi-asset portfolios available in sterling and dollar base currencies.
We help you stay in control of client conversations with high quality reporting and a dedicated local team.
A focus on cost
Our Ongoing Charge Figure (OCF) includes our model portfolio fee of just 0.15%.*
We choose the best active managers
We pool knowledge from across Schroders to find the best active managers around. We’re looking for:
a repeatable investment philosophy
a sound risk management process
a strong investment team
a record of consistent outperformance.
A finely-tuned balance
To help us make the right decisions with strategic asset allocations (SAA), our extensive asset class research forms the base of our investment philosophy. By understanding how assets typically behave over time, we can build portfolios that maximise returns for each level of risk.
Our investment formula
We firmly believe that active management adds value.
Here’s where you can access our International Active Model Portfolios. We don’t endorse or recommend these platforms.
“These international portfolios appeal to resident non-domiciled investors who want to be invested in funds and managers with an active-only approach.”
Chief Investment Officer, Schroder Investment Solutions
Portfolios in focus
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*Ongoing Charge Figure (OCF)
The OCF is a measure of the total costs associated with managing and operating an investment portfolio. These costs include the MPS fee, management fees and additional expenses of the underlying funds but excludes any advice, platform charges, transaction fees or incidental costs. The OCF will vary on a monthly basis.
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.