Multi-asset

Go for the best of all worlds by combining different assets
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Built for change

Change is inevitable – and to meet long-term goals, you need to plan for it

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Greater security

Different assets have different strengths, so combining them provides extra security

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Robust portfolios

Our team members constantly challenge each other to build portfolios that can stand the test of time

The only certainty is uncertainty

All investments come with risks, but we know that different assets react differently to the conditions they face. So while no one can see the future, we can work out what should perform best in a worst-case scenario. 

 

Multi-asset investing takes that to its logical conclusion by combining different assets together. Balancing a mix of shares, bonds, alternatives and cash is the formula for hitting targets in good times and damage limitation in bad ones.  

We shape strategies to meet long-term goals

For some individuals and advisers, we offer ready-made, balanced portfolios, designed to deliver the best possible value for money. We aim to tailor investments to meet your needs and understand the importance of sustainability in relation to diversification and risk. 

Shared goals, not group think

When putting together a mix of assets, we don’t use a “set and forget approach”. We’re constantly reviewing, rebalancing and refining, using in-house proprietary tools to stress-test the portfolios against different scenarios.  

That’s only one half of the equation though. The other is the human factor. We pride ourselves on having a culture of accountability that makes us stand out. Our team members discuss and debate every investment rigorously to build you a more robust portfolio. 

“We believe combining the strengths of different asset types and strategies will give you a better chance of achieving your desired outcomes, no matter the market environment.”

Key Investment Risks

Past performance is no guarantee of future performance. The value of investments and the income from them can go down as well as up, and you (or your clients) might not get back what you originally invested.  

For illustrative purposes only and does not constitute to any recommendations to invest in the above-mentioned security / sector / country. 

Important information

Note regarding the Marketing material for Qualified Clients or Sophisticated Investors only. This website has been prepared by certain personnel of Schroder Investment Management (Europe) S.A (Registered No. B 37.799) or its subsidiaries or affiliates (collectively, "SIM"). Such personnel are not licensednor insured under the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law, 1995 (the "Investment Advice Law"). This website is directed at persons (i) who are Sophisticated Investorsas listed in the First Schedule of the Israel Securities Law (ii) Qualified Clients ("Lakoach Kashir") as such term is defined in the Investment Advice Law; and (iii) other persons to whom it may otherwise lawfully be communicated. No other person should act on the contents or access the products or transactions discussed in this communication. In particular, this communication is not intended for retail clients and SIM will not make such products or transactions available to retail clients.

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

@ Copyright 2023 Schroder Investment Management (Europe) S.A. is subject to the UCITS law of 17 December 2020 and the AIFM law of 12 July 2013.

Schroder International Selection Fund is referred to as Schroder ISF throughout this website.

Schroder Alternative Solutions is referred to as Schroder AS throughout this website.

Schroder Special Situations Fund is referred to as Schroder SSF throughout this website.

@ Copyright 2024 Schroder Investment Management (Europe) S.A. is subject to the UCITS law of 17 December 2020 and the AIFM law of 12 July 2013.