In a climate of lower interest rates, it’s important to ensure an investment portfolio is working as hard as possible. Private assets may be worth considering as they can potentially improve returns, reduce risk and increase diversification.
Private assets are investment opportunities that are unavailable through public markets such as stock exchanges. They enable investors to directly profit from long-term investment themes and can also provide access to specialist sectors or industries, such as private equity and real estate, that are difficult to access through traditional means. However, private assets are not without challenges. They may have high minimum investment levels and may be complex and illiquid, so careful consideration of the options is key.
We’ve been involved in the world of private assets since 1853, when we helped finance the improvement of Cuba’s rail network. Today, our specialist investment teams cover private equity, infrastructure, real estate and growing areas like lending to smaller businesses.
Globally we are one of a handful of companies with a truly broad and diverse range of in-house capabilities across the private assets landscape. Please note: not all products are available in every market.
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Alternatives can be more volatile than shares and bonds, and it may be harder to cash in the investment at short notice.
Schroders has expressed its own views and opinions and these may change. This material is intended to be for information purposes only and is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide and should not be relied on for accounting, legal or tax advice, or investment recommendations. Reliance should not be placed on the views and information in this webpage when taking individual investment and/or strategic decisions. All investments involve risks including the risk of possible loss of principal. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. Reliance should not be placed on the views and information in this webpage when taking individual investment and/or strategic decisions. Some information quoted was obtained from external sources we consider to be reliable. No responsibility can be accepted for errors of fact obtained from third parties, and this data may change with market conditions. This does not exclude any duty or liability that Schroders has to its customers under any regulatory system. Regions/sectors shown for illustrative purposes only and should not be viewed as a recommendation to buy/sell. The opinions in this webpage include some forecasted views. We believe we are basing our expectations and beliefs on reasonable assumptions within the bounds of what we currently know. However, there is no guarantee than any forecasts or opinions will be realised. These views and opinions may change.