Schroder Core Bond Fund

R6 Shares Investor Shares

Investment Objective

Schroder Core Bond Fund seeks long-term total return consistent with the preservation of capital.


The fund uses a value-driven approach and seeks to generate return by investing in a portfolio of investment grade, fixed income securities. The fund seeks to add value by capitalizing on imbalances in the relationships among sectors and individual bonds. We believe that investing in undervalued sectors and bonds and selling expensive ones using a relative value assessment is the ideal process to capture value.

The fund typically invests in US dollar-denominated fixed income securities including governments, corporate bonds, securitized bonds, sovereign and supranational entities, as well as municipal bonds. The fund is duration neutral to the benchmark, meaning that portfolio duration is set in an attempt to meet client objectives and does not incorporate interest rate forecasts or speculation. There is no exposure to currency risk, high yield bonds or emerging market debt.