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Schroder Investment Solutions

Combining your strengths and ours

About

Combining our strengths

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Schroder Investment Solutions offers a broad selection of award-winning model portfolios* and multi-asset funds to suit clients across the full risk profile spectrum.

You can choose from active, blended and sustainable approaches to reflect your clients’ views on investment. We’re focused on delivering appropriate client investment outcomes by leveraging Schroders' proven investment expertise, at a cost that can offer real value for money.

We also continue to offer a bespoke portfolio service from Cazenove Capital.

*Schroder Investment Solutions was named Best Model Portfolio Service at the Professional Adviser Awards 2022.

Introducing Schroder Investment Solutions

Watch Alex Funk, Chief Investment Officer of Schroder Investment Solutions, explain why we have launched Schroder Investment Solutions and how the range of solutions can support the requirements for various client outcomes.

Risk considerations
Prior to making an investment decision, please consider the following risks at the bottom of this page.

Leveraging the best of Schroders

To deliver Schroder Investments Solutions we bring together specialist resources from across the Schroders Group;

Schroder Investment Solutions

Schroder Investment Solutions, led by Chief Investment Officer Alex Funk, manages over
£4 billion of assets across a range of diversified investment solutions on a discretionary basis on behalf of clients.

Schroders Multi-Asset Team

Schroders Multi-Asset Team provides strategic asset allocation, asset class views and positioning across all of the funds and portfolios. The team has a long history in multi-asset investing and can call on the expertise of over 100 dedicated investment professionals. The team is led by Johanna Kyrklund, our Chief Investment Officer.

Schroders Economics Team

Schroders Economics Team provides economic outlooks, data and analysis, enabling the Schroder Investment Solutions team to make better decisions and to provide insights to clients. The team of seven economists is led by Chief Economist, Keith Wade.

Schroders client service and thought leadership

We have a dedicated team with strong product and technical knowledge to support Schroder Investment Solutions. Financial advisers can also access extensive multi-asset and other thought leadership resources from Schroders in a range of formats with a focus on effective and engaging digital delivery.

Information as at 5 May 2021

Competitive fees and charges

We aim to provide investment solutions that offer value at every level including competitive fees and charges. The Ongoing Charge Fee (OCF) for the model portfolios includes our model portfolio fee of 0.15%, with no VAT.

The OCF is a measure of the total costs associated with managing and operating an investment portfolio. These costs include the model portfolio fee (where applicable), management fees and additional expenses of the underlying funds. The OCF will vary on a monthly basis.

Supporting your risk profiling process

Mapped to a selection of risk profiling tools including:

Can be mapped to other risk profiling tools on request

Independently accredited*

_{*Source of awards and ratings: Portfolio Adviser, Defaqto, RSMR and ARC as at April 2022. Schroder Investment Solutions was named ‘Best Model Portfolio Service’ at the Professional Adviser Awards 2022. The Defaqto Risk Focused Fund Family Diamond Rating relates to the Schroder Multi-Asset Funds and the Defaqto DFM MPS (Platform) Family Diamond Rating is for the Schroder Model Portfolios. The Schroder Blended Portfolios and the Schroder Income Portfolio are approved by RSMR. The ARC 3D is an award provided by Asset Risk Consultants (ARC) which indicates that Schroders has committed to ARC’s Investment Manager Research Programme. Schroders has provided ARC with all the necessary information and fulfilled ARC’s 3D Criteria to complete the due diligence programme. The Criteria are satisfactory completion and maintenance of ARC’s Due Diligence Questionnaire; provision of real client performance Data allowing ARC to observe the typical client experience; and a Demonstration of the quality of the people behind the investment philosophy and process. ARC’s 3D Award is not a rating or an endorsement of the managers’ suitability for a particular client, mandate, or introducer; instead it is a validation of Schroder’s commitment to transparency.}

Prior to making an investment decision, please consider the following risks:

ALL: Model Portfolios & Multi-Asset Funds invest in underlying funds that may have some or all of these risks present.

Capital risk: All capital invested is at risk. You may not get back some or all of your investment.

Counterparty risk: The portfolios may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the portfolios may be lost in part or in whole.

Credit risk: A decline in the financial health of an issuer could cause the value of the instruments it issues, such as equities or bonds, to fall or become worthless.

Currency risk: The portfolios may lose value as a result of movements in foreign exchange rates.

Derivatives risk: A derivative may not perform as expected, and may create losses greater than the cost of the derivative.

Derivatives risk – efficient portfolio management and investment purposes: Derivatives may be used to manage the portfolios efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the portfolios. The portfolios may also materially invest in derivatives including using short selling and leverage
techniques with the aim of making a return. When the value of an asset changes, the value of a derivative based on that asset may change to a much greater extent. This may result in greater losses than investing in the underlying asset.

Equity risk: Equity prices fluctuate daily, based on many factors including general, economic, industry or company news.

High yield bond risk: High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk.

IBOR risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the portfolios.

Interest rate risk: The portfolios may lose value as a direct result of interest rate changes.

Investments in other collective investment schemes risk: The portfolios will invest mainly in other
collective investment schemes.

Leverage risk: The portfolios use derivatives for leverage, which makes them more sensitive to certain market or interest rate movements and may cause above-average volatility and risk of loss.

Liquidity risk: In difficult market conditions, the portfolios may not be able to sell a security for full value or at all.

Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.

Money market & deposit risk: A failure of a deposit institution or an issuer of a money market instrument could have a negative impact on the performance of the portfolios.

Negative yields risk: If interest rates are very low or negative, this may have a negative impact on the performance of the portfolios.

Operational risk: Failures at service providers could lead to disruptions of fund operations or losses.

Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.

Insights Highlights

Important Information

Schroder Investment Solutions is the trading name for the following products and services: the Schroder Blended Portfolios, the Schroder Tactical Portfolios, the Schroder Managed Defensive Fund, the Schroder Income Portfolio, the Schroder Active Portfolios, the Schroder Strategic Index Portfolios and the Schroder Sustainable Portfolios. The Schroder Blended Portfolios, the Schroder Tactical Portfolios, the Schroder Managed Defensive Fund and the Schroder Income Portfolio are provided by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registration No 4191730 England. Authorised and regulated by the Financial Conduct Authority. The Schroder Active Portfolios, the Schroder Strategic Index Portfolios and the Schroder Sustainable Portfolios are provided by Schroder & Co. Limited. Registered office at 1 London Wall Place, London EC2Y 5AU. Registered number 2280926 England. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. This document is issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registration No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

Contact Schroders

Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.

Worldwide locations

For any further questions, please contact us.

Our Business Development team is available to discuss with you any investment options and opportunities you might be interested in.

Your contacts

Please remember that 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.

This marketing material is for professional clients only. This site is not suitable for retail clients.

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

On 17 September 2018 our remaining dual priced funds converted to single pricing and a list of the funds affected can be found in our Changes to Funds. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices

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Schroder Investment Solutions

Combining your strengths and ours

Introducing Schroder Investment Solutions

Risk considerationsPrior to making an investment decision, please consider the following risks at the bottom of this page.

Leveraging the best of Schroders

To deliver Schroder Investments Solutions we bring together specialist resources from across the Schroders Group;

Information as at 5 May 2021

Competitive fees and charges

The OCF is a measure of the total costs associated with managing and operating an investment portfolio. These costs include the model portfolio fee (where applicable), management fees and additional expenses of the underlying funds. The OCF will vary on a monthly basis.

Supporting your risk profiling process

Independently accredited*

Prior to making an investment decision, please consider the following risks:

Insights Highlights

Important Information

Contact Schroders

Risk considerations
Prior to making an investment decision, please consider the following risks at the bottom of this page.