Schroders £4 billion UK Investment Solutions business to launch low-cost Multi-Asset Funds and Model Portfolio ranges

Schroders is today announcing the launch of Schroder Investment Solutions which will deliver a series of low-cost Model Portfolios and Multi-Asset funds.

According to Schroders research, advisers are increasingly focused on offering clients a range of Multi-Asset Solutions, while additional research from adviser consultancy Lang Cat[1] also emphasised the importance advisers place on cost and investment methodology.

In response to demands from financial advisers and these trends, Schroder Investment Solutions will deliver competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles. This new offering will be available on a wide range of platforms in May*.

Alex Funk, who has been named Chief Investment Officer of Schroder Investment Solutions, will oversee the management of £4 billion of assets*, supported by his team of investment experts.

They will work alongside Schroders £169.4 billion[2], award winning, Multi-Asset team led by Chief Investment Officer and Head of Multi-Asset, Johanna Kyrklund. Schroder Investment Solutions will also benefit from the input and expertise of Schroders highly regarded Economics team and independent research from Rayner Spencer Mills Research.

Doug Abbott, Schroders Head of UK Intermediary, commented:

“Financial advisers have been telling us they want to see an accessible range of low-cost funds and model portfolios available on a wide range of platforms, we will be delivering on this.

“Advisers will have access to a series of solutions that will offer the full range of risk and return profiles, different investment styles including fully active, blended active-passive and sustainable, which are designed to deliver value at a competitive cost.

“We are excited at the prospect of working closely with financial advisers to ensure that the investment objectives of their clients continue to be met with these new products.”

This exciting new low-cost Model Portfolio Service will consist of the Schroder Active, Strategic Index and Sustainable ranges, offering an annual management charge of only 15bps. Each range will have between six and nine model portfolios covering a large spread of risk ratings. An income model portfolio will also be available.

Schroder Investment Solutions will also include two ranges of Multi-Asset funds, the Schroder Tactical Portfolios and the Schroder Blended Portfolios.

The Schroder Tactical Portfolios, which will be capped at 29bps, will enable investors to access Schroders funds traditionally unavailable to retail investors and allocate to lower-cost passive instruments where appropriate. The Schroder Blended Portfolios, which are a whole of market solution, have been rebranded from Schroder Portfolios to reflect their allocations to a mix of active and passive investments.

Alex Funk, Schroder Investment Solutions Chief Investment Officer, commented:

“We are today bringing together the best of breed investment solutions. Financial advisers need to access a range of solutions at different risk profiles, price points and investment objectives and this is exactly what Schroder Investment Solutions offers.

“Working alongside Schroders award-winning Multi-Asset team, with support from its sustainability and economic experts, as well as independent research from Rayner Spencer Mills Research, our focus will be on delivering investment returns for our clients.”

In addition to the investment solutions, good quality service and reporting is vital. Schroders will continue to provide support for financial advisers and their clients, both through its digital capabilities and in person with our UK business development team.

For further information, please contact:

Estelle Bibby, Head of Media Relations 

+44 207 658 3431 

 Estelle.Bibby@schroders.com

Andy Pearce, PR Manager   

+44 207 658 2203   

Andy.Pearce@schroders.com

Note to Editors

*The Model Portfolio Service will be available on 5 May and the Multi-Asset funds will be available on 27 May

For trade press only.  To view the latest press releases from Schroders visit: http://ir.schroders.com/media

Schroders plc

As a global active asset manager, the way we direct capital not only shapes the financial returns we achieve for our clients but also the impact that the companies in which we invest on their behalf might have on society. The relationship between these two outcomes has rapidly evolved as we see a fundamental shift in how companies are viewed and valued. Understanding the impact that they can have on society and the planet is crucial in assessing their ability to deliver risk-adjusted profits.

Our ongoing success is built on a history of experience and expertise, whereby we partner with our clients to construct innovative products and solutions across our five business areas consisting of Private Assets & Alternatives, Solutions, Mutual Funds, Institutional and Wealth Management and invest in a wide range of assets and geographies. By combining our commitment to active management and focus on sustainability, our strategic capabilities are designed to deliver positive outcomes for our clients.

We are responsible for £574.4 billion (€641.7 billion/$785.1 billion)* assets of our clients, managed locally by 42 investment teams worldwide. As a global business with over 5,500 talented staff across 35  locations, we are able to stay close to our clients and understand their needs. We have over 200 years of experience in investment and innovation and remain committed to creating a better future by investing responsibly for our clients.

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*as at 31 December 2020

 

[1] State of the Adviser Nation 2019

[2] As at 31 December, 2020

 

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