View more on these topics

Schroders launches multi-asset fund

Schroders has launched a multi-asset fund designed to preserve wealth and beat inflation over the medium and long-term.

The Schroder ISF Wealth Preservation fund USD is aimed at retail and high net wealth individual investors and and is positioned as an “all weather portfolio” which can invest in a number of assets to beat its inflation targets with minimum volatility.

The offshore fund is managed by Malcolm Melville, who works within the emerging market debt, currency and commodities team.

Schroders head of international marketing Peter Beckett says investors are looking for products which can preserve wealth and protect on the downside as we move towards a global inflationary environment.

He says: “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.”

Melville says: “We are currently seeing a wealth of opportunities across the investment universe, which the flexible nature of Schroder ISF Wealth Preservation USD allows us to benefit from.The freedom and flexibility of this approach allows us to make high conviction investments in the best opportunities from around the world and position the portfolio according to the current market environment.”

Recommended

Graph Index

Future trends for platform use

The number of advisers considering a platform move remained static last year, but with costs the hot topic for 2013 and easier re-registration, this is likely to change

US private equity firm takes majority stake in Thomsons Online Benefits

US private equity firm ABRY Partners has taken a majority stake in Thomsons Online Benefits. The employee benefits firm says ABRY will make “substantial funds” available to allow the company to make acquisitions and increase its UK presence. It says the investment values the company at close to £100m. ABRY replaces existing investors Pi Capital […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment