Schroder Portfolios are six diversified multi-asset funds designed to achieve your clients' personal investment objectives and attitude to risk in a cost effective approach.
Listen to Alex Funk, Portfolio Manager explain why the Schroder Portfolio range may suit your clients personal investment objectives, financial goals and attitude to risk.
Prior to making an investment decision, please consider the following risks at the bottom of this page.
The Schroder Portfolios offer six fully diversified multi-asset funds designed to capture the benefits of both active and passive investments. Designed to achieve risk adjusted returns, the portfolios can be aligned to your clients' personal investment objectives, financial goals and attitude to risk.
This means you can access the best of both investment strategies to ensure your clients’ investment goals are met in a cost effective manner.
The portfolios offer your clients a blend of investments in a single product - meaning buying, monitoring and managing individual funds will be managed by us, leaving you time to spend with your clients.
A range of six options to ensure that investor requirements for different levels of risk can be achieved. Each Portfolio has a specific investment objective ranging from Lower Risk to Higher Risk.
Expert investment management with access to the best active and passive funds carefully selected from the whole of the market.
By blending passive with active investments in the portfolio, we can bring you the highest quality investment managers at a lower cost. Ongoing Charges Fee (OCF)1 estimated to be between 0.72%-0.85%.1The Ongoing Charge Figure (OCF) is a measure of the total costs associated with managing and operating an investment portfolio. These costs include the AMC and management fees and additional expenses of the underlying funds.