Schroders expands funds range with two launches

Schroders has announced today the launch of two funds which will expand the products range of the asset management firm.

The firm has launched Schroder ISF Wealth Preservation USD, which will offer investors a simple-to-understand, flexible investment vehicle which aims to preserve and grow savings under all economic conditions.

The fund is managed by fund manager Malcolm Melville and is aimed at retail and high net worth individual investors and benefits from scope to invest in a broad investment universe and wide range of asset classes. This flexibility in choice of assets creates an ‘all-weather’ portfolio which will focus on providing a return that comfortably beats inflation in a medium to long-term investment horizon with limited volatility.

“We believe that we are currently moving towards a global inflationary environment and, as a result, expect to see considerable client demand for products that can preserve wealth and provide a real  return that can protect them against inflation, while limiting the downside in less favourable market environments. Schroder ISF Wealth Preservation USD deliberately does not fit cleanly  into a single category, spanning the absolute/total return and real return categories, and is intended
to be an ‘all-weather’ portfolio which we believe will be an attractive alternative to other products in  these areas. The fund is simple in its construction and does not use shorts, leverage or complex  derivatives, instead focusing on in depth country and commodity research to identify attractive investments from a wide asset class range,” said Peter Beckett, head of International Marketing.

Meanwhile, Schroders has launched Schroder ISF Global Unconstrained Bond, a new fund which will take an unconstrained approach and aim to achieve an attractive risk adjusted return of 4-5% p.a. over the benchmark over an interest rate cycle.

The fund, which is set to launch in April, will be benchmarked against the Barclays Capital Global Aggregate Bond USD Hedged Index over a rolling three to five year period, will be managed by the global multi-sector team, supported by over 100 investment professionals worldwide.

The team, led by Head of Global Macro, Bob Jolly, and fixed income fund manager, Gareth Isaac, will use a diversified top-down approach and seek to generate consistent returns through the exploitation of opportunities across a range of alpha sources.

Schroder ISF Global Unconstrained Bond will be managed using a similar approach to the existing portfolios run by the Schroders global multi-sector team (Schroder ISF Global Bond, Schroder ISF Strategic Bond and Schroder GAIA Global Macro Bond). This approach aims to exploit the skill and experience of Schroders’ global resource within diversified portfolios.

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