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Private Assets

Accessing specialist investment opportunities

Private Assets Introduction
Private Assets Explained
Related Insights

A different source of return

Private assets are investments that are typically not publicly listed and traded. Because of this, they can often have lower volatility than their public counterparts, offer diversification benefits and uncorrelated returns. Investors, or their managers, generally need specialist relationships to access these types of assets.

As an alternative source of return, private assets can help to diversify investment portfolios and offer potential capital growth to help meet long-term goals.

Why Schroders for private assets?

When investing in private assets, it is important to choose a strong and stable partner that can provide unrivalled expertise and the right set of solutions.

Schroders has a long track record of investing in private assets and a broad platform on which we provide investors access with a full range of investment choices. We believe the best approach to investing in private assets is to take a long-term view and only select those that offer the best risk-reward profile after conducting thorough due diligence.

Specialist

Investing in private assets requires knowledge and experience. Our investment professionals are specialists in their respective areas of the private assets landscape, working to find opportunities, long-term trends and themes that can complement equity and bond portfolios. We have a consistent process of deploying investor capital and apply an institutional level of governance across every investment.

Solutions

We take a solutions-based approach to private assets, providing our investors with a range of options that have the potential to provide higher returns, lower risk and add diversification to portfolios. Through our size and scale, we can offer a truly diverse range of capabilities across private assets.

Long-term themes and opportunities

Private assets are a broad range of investment types and opportunities.

These asset classes offer the potential for attractive income or capital growth, but may be difficult to access through traditional approaches.

Each area of private assets has different performance drivers, so returns may not move in line with mainstream stock markets. They also have high minimum investment levels and may be complex and illiquid, so detailed knowledge is important.

At Schroders, we understand that the private nature of transactions in these assets makes them more complex and less liquid than publicly listed assets. We therefore focus on private assets where the underlying investments can generate cash flows that we can calculate and analyse.

Infrastructure Finance

Accessing future economic development

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Insurance-Linked Securities

Investing in insurance

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Private Equity

Tapping higher-growth companies

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Real Estate

Investing in bricks and mortar

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Securitised Credit

Alternative credit opportunities

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Private Asset Solutions

A portfolio-based approach

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Microfinance

 

An investment with a social impact

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A strong emphasis on ESG

We are dedicated to integrating ESG (environmental, social and governance) criteria into our private asset investment process. Our sustainability accreditation process helps us to distinguish how ESG factors are concerned across all our products.

The way ESG is evaluated and expressed in our investments can vary by asset class. However, the objective is always the same: to achieve sustainable returns.

In real estate, we aim to integrate sustainability into all aspects of this asset class, including acquisition due diligence, asset management, property management by third parties, refurbishments and developments.

 

 

For our private equity investments, we see ESG not simply about negative screens based on set criteria. Instead, we take a proactive approach to ESG that influences our decisions during both the due diligence process as well as throughout the life of the investment.

For infrastructure finance, we have 13 ESG criteria embedded into our debt scorecard so ESG is systematically calculated and evaluated for every investment we make. The asset scoring is what our investment decision is based upon so if the ESG score is too low we will not make the investment.

Read more about our ESG philosophy

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Risk warnings
Past performance is not a guide to future performance and may not be repeated.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Alternatives can be more volatile than shares and bonds, and it may be harder to cash in the investment at short notice. Private Assets offer less liquidity than publicly listed securities. Please note: this is not a complete list of risks but rather an overview of some risks.

Schroders is a world-class asset manager operating from 35 locations across Europe, the Americas, Asia, the Middle East and Africa.


Worldwide locations

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Please note that only the following funds are authorised for distribution in Malta. All other funds mentioned are for information purposes only. 

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

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