Designed for investors seeking stable, consistent returns in all market environments. Our innovative approach helps investors grow and preserve wealth to meet long-term financial goals like retirement, while delivering regular income to accommodate to more immediate needs.
The fund’s strategy starts with an objective in mind, rather than an arbitrary benchmark or fixed strategic asset allocation:
Source: Schroders, investment objectives are targets and not guaranteed. Return target over 3 years, before fees.
We believe that aligning the fund’s objectives with investor outcomes is an effective way to grow and protect wealth, even when markets are difficult or uncertain.
Flexible, forward-looking asset allocation with the ability to invest across a global universe allows the fund to exploit opportunities in changing markets. This type of strategy can provide investors with returns similar to traditional balanced portfolios, but with less volatility and drawdowns.
Risk is not just volatility. Losing money and not meeting our objectives are more important considerations. We have the flexibility to significantly reduce or remove exposure to assets that are vulnerable to drawdowns, thus protecting the fund from significant losses.
The fund’s stable returns profile makes it an ideal core holding in a ‘core-satellite’ approach. Satellite investments provide strategic exposure to specific asset classes, dialled up or down to support investor needs.
Given its absolute return focus, the fund can replace an existing allocation to alternative assets. It also provides liquidity and transparency, unlike many traditional alternatives.
An excellent diversifier to an existing portfolio, where an allocation to the fund is created by reducing existing allocations to other assets.
Effective as a whole portfolio, especially if an investor’s balance is not large enough to truly diversify across the global investment universe.
Asset allocation is typically the most important driver of an investor’s total return. Let an award-winning professional manager with an established track record in objective-based investing help you meet your outcomes.