27STY 2023
Schroder Long Duration Investment-Grade Bond Fund
The Fund was liquidated in October 2021.
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Investment Objective
Schroder Long Duration Investment Grade Bond Fund seeks to achieve a total return that exceeds that of the fund's benchmark, the Barclays US Long Government/Credit Bond Index.
Description
The fund uses a value-driven approach and seeks to generate return by investing predominantly in a portfolio of investment grade, fixed income securities. Long bonds for long liabilities—investing to correspond with liabilities—has been a powerful theme of the Schroders Value team for decades. The strategy is duration neutral and does not incorporate interest rate forecasts or speculation.
The fund seeks to add value by capitalizing on imbalances in the relationships among sectors and individual bonds. We believe that investing in undervalued sectors and bonds and selling expensive ones using a relative value assessment is the ideal process to capture value over the long term.
The fund typically invests in US dollar-denominated fixed income including governments, corporate bonds, sovereign and supranational entities, as well as municipal bonds. There is no exposure to currency risk, high yield bonds or emerging market debt.
Performance
Fund Details
Management Team
Investment Philosophy
Investment Process
Literature
Prices
Please consider a fund's investment objectives, risks, charges and expenses carefully before investing. To obtain this and other information on any Schroders Fund, please click the following link: prospectuses. Read the prospectus carefully before investing. To obtain any further information call your financial advisor or call Schroder Mutual Funds at (800) 464-3108.