Schroder Dynamic Planner fund range

Schroders and Distribution Technology

Expert multi-manager investment meets leading risk profiling

Schroders and Distribution Technology have developed a range of five, high-quality, risk-targeted multi-manager funds.

The Schroder Dynamic Planner fund range has been designed with specific mapping to the Dynamic Planner asset allocation for risk profiles 3, 4, 5, 6 and 7. So when you use Dynamic Planner to risk profile a client, you can now seamlessly select an investment solution that you can be sure will fit their needs.

 

Key features

 Choice of funds 

Five funds conforming to Dynamic Planner risk profiles 3-7, providing a solution for investors with a broad range of risk tolerances

 Expert asset allocation 

The asset allocation of each fund is actively managed by Schroders’ highly experienced and respected Multi-Manager Team

 Risk targeting 

Each fund is continuously monitored to ensure that it remains appropriate for investors within the set Dynamic Planner risk profile

 Personalised reporting 

A best-in-class quarterly reporting service via Dynamic Planner. Reports can be white labelled and tailored to your clients’ needs

 Competitively priced 

All of this delivered for a capped OCF of 0.99% across all five portfolios, helping you to manage overall costs to clients

 

The Multi-Manager process behind the Schroder Dynamic Planner fund range has been developed and refined by a talented and close-knit investment team over many years. The team will actively manage the range by consistently applying their process, while ensuring the funds remain within their pre-determined risk profile.

 

Benchmark asset allocation

Source: Distribution Technology, as at December 2017.

Robin McDonald

Robin McDonald, Head of Multi-Manager

Robin heads the Multi-Manager team at Schroders, having joined Cazenove Capital Management in 2013. Prior to becoming a fund manager at Cazenove he was a multi-manager analyst at both Gartmore Investment and Insight Investment Management.


Joe Le Jéhan, Fund Manager

Joe has been a fund manager at Schroders since 2013 when he moved across from Cazenove Capital Management. Prior to this he worked in fund research at Brewin Dolphin. 


Geoffrey Challinor

Geoffrey Challinor, Fund Manager

Geoffrey Joined Schroders in September 2019 as a Fund Manager within the Multi-Manager team. Prior to this, Geoff was a Senior Investment Analyst at Saunderson House, which he joined in September 2007. His role focused on fund selection and asset allocation with specific responsibility for US and Japanese equities.


Joe Tennant

Joe Tennant, Product Manager

Product Manager within the Multi Manager team at Schroders having moved across from the retail distribution business where he spent 4 years. Prior to this he worked in business development within the wealth management industry. 


Karan Grewal

Karan Grewal, Portfolio Operations Analyst

Karan joined the Multi-Manager team at Schroders in 2019. Prior to this he participated in the graduate scheme at Architas, holding rotations in Compliance and Investment. He has passed all three levels of the CFA Program.

Schroder Dynamic Planner Portfolio 3

Schroder Dynamic Planner Portfolio 4

Schroder Dynamic Planner Portfolio 5

Schroder Dynamic Planner Portfolio 6

Schroder Dynamic Planner Portfolio 7

What are the risks ?

  • 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. 
  • A failure of a deposit institution or an issuer of a money market instrument could create losses
  • The counterparty to a derivative or other contractual agreement or synthetic financial product could become unable to honour its commitments to the fund, potentially creating a partial or total loss for the fund. 
  • A decline in the financial health of an issuer could cause the value of its bonds to fall or become worthless.
  • The fund can be exposed to different currencies. Changes in foreign exchange rates could create losses. 
  • Emerging markets generally carry greater political, legal, counterparty and operational risk.
  • Equity prices fluctuate daily, based on many factors including general, economic, industry or company news.  
  • High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk.
  • A rise in interest rates generally causes bond prices to fall.
  • In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.
  • Failures at service providers could lead to disruptions of fund operations or losses.