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.
A focus on cost
Our Ongoing Charge Figure (OCF) includes our model portfolio fee of just 0.15%.
We help you stay in control of client conversations with high quality reporting and a dedicated local team.
A core belief that active management adds value
Watch Alex Funk, CIO, Schroder Investment Solutions, introduce the International Active Portfolios.
“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
Our investment formula
We firmly believe that active management adds value.
A finely-tuned balance
To help us make the right decisions with strategic asset allocations, 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.
There is a choice of four portfolios. At one end is the Cautious Portfolio, which is designed to be more defensive with a higher weight to assets such as bonds and cash. At the other end there is the Adventurous Portfolio, which is designed to deliver longer-term returns through a higher holding in growth assets like equities. Each of the portfolios in the range takes a different level of risk, which means you can choose the one that best meets your clients' needs.
An illustration of how our strategic asset allocation may look is below.
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.
Here’s where you can access our International Active Model Portfolios. We don’t endorse or recommend these platforms.
Portfolios in focus
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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 meaning greater uncertainty of returns. 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. 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.