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Alternatives

Diversifying beyond traditional asset classes

Alternatives

Alternative funds generally seek to deliver positive returns over the longer-term, no matter what the stockmarket is doing, rather than trying to beat a particular index. They may help to protect your investments from market falls and aim to provide diversification.

Source: Schroders. For illustrative purposes only Source: Schroders Source: Schroders as at 30 September 2020 Uses sophisticated tools and techniques Seeks to deliver positive returns over the long term Provides diversification Alternatives explained Adding Alternatives can help you to navigate through market cycles Schroders Alternatives – Investing for the long term Since 1998 assets undermanagement have grown to over $17 billion Our range is complementedby hand-picked external managers Investment professionals 300+ Investment professionals Access to allocated toalternatives 20% Traditional portfolio Better equipped for the journey ahead Fixed income 50% E q u i t y 50% Fixed income 4 0 % Equity 40% Source: Schroders. For illustrative purposes only Source: Schroders Source: Schroders as at 30 June 2019 Uses sophisticated tools and techniques Seeks to deliver positive returns over the long term Provides diversification Alternatives return explained Adding Alternatives canhelp you to navigate throughmarket cycles Schroders Alternatives –Investing for the long term allocation to absolute return 20% Traditional portfolio Better equipped for the journey ahead Fixed income 50% E q u i t y 50% Fixed income 4 0 % Equity 40% Since 1998 assets undermanagement have grown to over $20 billion Our range is complementedby hand-picked external managers Investment professionals 300+ Investment professionals Access to

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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.

Please note that there is no guarantee that an alternative product will achieve its objective. 

 

Important Information

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.