For investors who want consistent, attractive income with risk managed in the current environment of low yields and higher volatility. A dynamic, unconstrained approach to investing across the global credit spectrum is key to achieving these objectives.
Invest freely across the global bond spectrum.
The fund is managed with a benchmark unconstrained approach, we can invest across sectors and regions to capture attractive income opportunities and to help mitigating risk by diversification.
Bonds are popular investments for income seekers. Interest rates will likely remain low in the near future, a portfolio composed of various types of bonds could enhance potential returns with a sensible balance of risks. The fund’s primary target is to maintain sustainable and attractive payment, and intends to make a fixed payout of 5.25% p.a. (Applicable to A Dis USD and HKD classes)*
We recognise that income seekers can be more sensitive to capital loss. A well-diversified bond portfolio built under dynamic asset allocation allows the fund to reduce risk in market downturns. Detailed downside risk analysis as well as management on currency and interest rate risk are incorporated with an aim to help mitigating potential loss and volatility.
In our credit selection process, we apply forward-looking themes like technological disruption, changing demographics and consumer trends. This approach helps identifying companies that are adapting well to change.
Our business is structured around a number of strategic capabilities, which combine to meet a variety of client requirements. Please visit the Strategic Capabilities - Credit page to learn more about our intelligently crafted fixed income solutions.
Schroder International Selection Fund is referred to as Schroder ISF.
*For share classes with a general dividend policy, expenses will be paid out of capital rather than out of gross income. The amount of distributable income therefore increases and the amount so increased may be considered to be dividend paid out of capital. Share classes with a fixed dividend policy may pay out both income and capital in distributions. Where distributions are paid out of capital, this amounts to a return or withdrawal of part of your original investment or capital gains attributable to that and may result in an immediate decrease in the net asset value of shares.
For details of the distribution policy and frequency of all share classes, please refer to the Distribution calendar and policy.
Source: Schroders. Images are for illustrative purposes only. Investment involves risks. Please refer to the relevant offering documents for fund details including risk factors. This material is issued by Schroder Investment Management (Hong Kong) Limited and has not been revised by the SFC.