Funds in focus

Schroders’ funds in focus highlights key funds that aim to take advantage of current market opportunities to maximise returns.

Schroder ISF Commodity

Why to invest?

  • Wider opportunity set. The CRB Yearbook lists over 100 different commodities which are three to five times as many as contained in the mainstream indices.
  • Active commodity selection. Correlation between commodities can be very low. Thus an active manager can position a fund to have biases to certain commodities and be underweight others.
  • Unconstrained. As an flexible and unconstrained investor, Schroders does not have to own a commodity simply because of its representation in an index.
  • Exposure to equities. The mainstream indices are futures-based while exposure to many commodities can only be obtained through the equity market.

Schroder ISF Sustainable US Dollar Short Duration Bond

Why to invest?

  • Short Duration bonds can provide protection for investors in a rising rate environment
  • Dynamic sector rotation takes advantage of opportunities across the universe
  • US bonds continue to look attractive relative to other regions, even after hedging costs
  • Strong sustainability profile helps to avoid controversies and provides downside protection

Schroder ISF Global Energy Transition

Why to invest?

  • The energy transition investment opportunity is massive. Over USD 100 trillion of investment in the energy transition is required by 2050, creating strong real earnings growth opportunities
  • Focused thematic approach and disciplined investment process leveraging an established process and an unconstrained thematic approach to find the best companies across evolving value chains
  • Exposure to the entire Energy value chain: The energy transition will impact the whole supply chain so we don’t limit the opportunity set solely to the energy producers. We are 100% free of fossil fuel and nuclear energy.
  • Long-term, sustainable growth: We apply a proven investment process to build a high-conviction fund of between 30-50 companies, diversified by geography and sector, aiming to deliver long-term, sustainable growth

Schroder ISF Global Credit Income

Why to invest?

  • Back to trend growth, but uncertainties remain: A move back to trend growth should be positive for credit, but uncertainties remain which requires a flexible approach.
  • Credit can provide income: Income levels have declined, but an active approach to selection can lead to more attractive outcomes. Additionally, HY and EMD look attractive in 2021.
  • Dispersion in credit markets remains: Investors need to look beyond index level yields to source more attractive opportunities. The dispersion amongst individual issuers creates attractive opportunities for bottom up focused active managers.
  • Drawdown risk remains: Investors need to focus on both income potential as well as drawdown risks for potential investments in the current environment.

Contact Schroders

Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.




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