Extraordinary monetary policy since the financial crisis has skewed investment returns and tightened the relationships between equities, bonds and property, making diversification harder to achieve. Absolute return strategies can help to address this issue and provide more precise risk and return targeting.
Absolute return funds can introduce return streams into a portfolio that rely less on the direction of capital markets. This can be valuable at times of heightened equity valuations and rising interest rates.
This risk reduction potential does not necessarily come at the cost of future performance, which makes absolute return strategies a compelling opportunity.
Schroders has a large absolute return platform and over the past 20 years we have built a large absolute return fund range.
Our stable of internally-managed strategies is complemented by a handpicked selection of external alternative managers with proven track records. These are offered in a liquid, transparent and regulated manner.
Our absolute return platform is built on three pillars; return enhancing growth strategies; diversification strategies and inflation protection strategies. Together they cover a broad spectrum of investors’ needs.
We also have the potential to add capabilities to meet the specific requirements of our larger institutional clients.
Our mission is to help investors build durable portfolios, tailored to individual risk and return needs. We take a consultative approach, ensuring that our clients get a portfolio that matches their needs, while providing consistent support as market conditions change.
Any security(s) mentioned above is for illustrative purpose only, not a recommendation to invest or divest.
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Derivatives carry a high degree of risk and should only be considered by sophisticated investors.
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