For professional clients only 

Schroder Investment Solutions Quarterly Webinar

Tuesday 25 January at 11am

Join Alex Funk, Chief Investment Officer, Schroder Investment Solutions, and Gillian Hepburn, Head of UK Intermediary Solutions, for our next quarterly asset allocation webinar for an update on our solutions range.

Alex and Gillian with be joined by Philip Chandler, Head of UK Multi-Asset and Ryan Paterson, Portfolio Manager. Philip will provide an update on markets and our latest asset allocation views. These views feed directly into the Schroder Investment Solutions asset allocation models and are used as a starting point for our solutions. Ryan will highlight any changes to the portfolios and the reasons behind our decisions. The webinar will last 45 minutes with plenty of time to put your questions directly to the team.

If you have any questions, please email solutions@schroders.com 

Risk considerations

Prior to making an investment decision, please consider the following risks:

ALL: Model Portfolios & Multi-Asset Funds invest in underlying funds that may have some or all of these risks present.

Capital risk: All capital invested is at risk. You may not get back some or all of your investment. Counterparty risk:The portfolios may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the portfolios may be lost in part or in whole. Credit risk: A decline in the financial health of an issuer could cause the value of the instruments it issues, such as equities or bonds, to fall or become worthless. Currency risk: The portfolios may lose value as a result of movements in foreign exchange rates. Derivatives risk: A derivative may not perform as expected, and may create losses greater than the cost of the derivative. Derivatives risk – efficient portfolio management and investment purposes: Derivatives may be used to manage the portfolios efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the portfolios. The portfolios may also materially invest in derivatives including using short selling and leverage techniques with the aim of making a return. When the value of an asset changes, the value of a derivative based on that asset may change to a much greater extent. This may result in greater losses than investing in the underlying asset. Equity risk: Equity prices fluctuate daily, based on many factors including general, economic, industry or company news. High yield bond risk: High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk. IBOR risk: The transition of the financial markets away from the use of interbank offered rates (IBORs) to alternative reference rates may impact the valuation of certain holdings and disrupt liquidity in certain instruments. This may impact the investment performance of the portfolios. Interest rate risk: The portfolios may lose value as a direct result of interest rate changes. Investments in other collective investment schemes risk: The portfolios will invest mainly in other collective investment schemes. Leverage risk: The portfolios use derivatives for leverage, which makes them more sensitive to certain market or interest rate movements and may cause above-average volatility and risk of loss. Liquidity risk: In difficult market conditions, the portfolios may not be able to sell a security for full value or at all. Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested. Money market & deposit risk: A failure of a deposit institution or an issuer of a money market instrument could have a negative impact on the performance of the portfolios. Negative yields risk: If interest rates are very low or negative, this may have a negative impact on the performance of the portfolios. Operational risk: Failures at service providers could lead to disruptions of fund operations or losses. Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.

 

Important information

Please remember that 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.

This is marketing material is for professional clients only. This site is not suitable for retail clients. Schroder Investment Solutions is the trading name for the following products and services: the Schroder Blended Portfolios, the Schroder Tactical Portfolios, the Schroder Managed Defensive Fund, the Schroder Income Portfolio (fund), the Schroder Active Portfolios, the Schroder Strategic Index Portfolios, the Schroder Sustainable Portfolios and the Schroder Income (Model) Portfolio. The Schroder Blended Portfolios, the Schroder Tactical Portfolios, The Schroder Managed Defensive Fund and Schroder Income Portfolio (fund) are provided by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registration No 4191730 England. Authorised and regulated by the Financial Conduct Authority. The Schroder Active Portfolios, the Schroder Strategic Index Portfolios, the Schroder Sustainable Portfolios and the Schroder Income Portfolio (Model) are provided by Schroder & Co. Limited. Registered office at 1 London Wall Place, London EC2Y 5AU. Registered number 2280926 England. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Issued in December 2021 by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registration No. 1893220 England. Authorised and regulated by the Financial Conduct Authority. UK003778.

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