Sustainable Dynamic Balanced
To deliver a total return through a diversified range of investment strategies with an emphasis on sustainability. The portfolio aims to reduce the overall carbon intensity of the portfolio, with improved sustainability metrics compared to market indices.
Schroder Sustainable Dynamic Balanced1 seeks to provide a real return ahead of the benchmark (65% MSCI World / 35% Barclays US Aggregate Bond Index). The fund is managed by the Schroder Multi-Asset Diversified Growth team. The team utilize sustainable or integrated in-house equity and fixed income strategies for active security selection.
1Potential launch of the Sustainable Dynamic Balanced strategy in 2021 subject to initial funding. There can be no guarantee any objectives will be achieved.
Core beliefs at the heart of our approach
Source: Schroders. The investment philosophy may be adjusted when deemed necessary.
Qualitative judgement, quantitative discipline
Source: Schroders. There is no guarantee that the investment process will produce the intended results.
Integrating ESG into our multi-asset approach
• Balanced return objective
• Downside risk management through flexible and dynamic asset allocation
• Sustainability as the cornerstone of the investment approach