Investment opportunities emerge globally, from different regions and sectors at different times. To capture the best opportunities, investors need to respond quickly and flexibly to changing market conditions.
However, in today’s rapidly-evolving markets where uncertainties prevail, making timely and appropriate asset allocation decisions can be challenging. What’s the solution?
Multi-asset funds may invest in equities, bonds and other types of assets such as infrastructure, preferred stocks, real estate, mortgage-backed securities, asset-backed securities and municipal bonds, etc. These asset classes tend to behave differently in different economic cycles. By adopting a flexible and proactive asset allocation approach, multi-asset funds seek to add value by diversifying risk while aiming to generate sustainable income and attractive overall returns.
New US policies under Donald Trump’s presidency could impact global financial markets and sectors in different ways. Furthermore, other geopolitical uncertainties, such as Brexit, may offer opportunities for savvy investors.
We provide a range of multi-asset funds that cover global, Asia and China markets, and that cater to different investment needs.
The achievement of our investment expertise is being recognized by multiple awards as follows.
BENCHMARK Fund of the Year Awards 2018 Hong Kong
Outstanding Achiever, House Awards - Asia Allocation
Outstanding Achiever, House Awards - Multi-Asset Income
Best-in-Class, House Awards - Multi-Asset moderate Allocation
Grand Awards - Best Multi-Assets House
Fund Selector Asia Awards Hong Kong 2019
Gold - Mixed Asset
The result of BENCHMARK Fund of the Year Awards 2018 Hong Kong is based on the performance as at 30/9/2018 of A share class.
The result of Fund selector Asia Awards Hong Kong 2019 is based on the performance from 30 June 2015 – 30 June 2018 of the fund.
Schroder International Selection Fund is referred to as Schroder ISF.