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.”