Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000
www.schroders.com
News Release
Schroders launches first Volatility Controlled
Equity Fund with downside protection
16 November 2015
Schroders Multi-asset Investments and Portfolio Solutions (MAPS) is today announcing the launch of
the UK’s first volatility controlled equity fund with downside protection, designed specifically for UK
institutional investors. The Schroder Volatility Controlled Equity Fund has been structured to offer
investors equity exposure with downside protection, enabling clients to keep on track with their longterm goals.
The fund aims to give Schroders’ clients and investors exposure to global equities while maintaining a
protected approach to volatility. This is achieved through exposure to a volatility targeted global equity
indexi, with downside protection gained through a rolling program of monthly put options.
Initial funding has been received from a UK final salary pension scheme under the advice of their
investment consultant Redington. The Schroder Volatility Controlled Equity Fund will be managed by
the Multi-asset Investments and Portfolio Solutions (MAPS) teamii.
Andy Connell, Head of Portfolio Solutions, Schroders commented:
“We have seen a lot of interest from clients wishing to invest in the Schroder Volatility Controlled
Equity Fund and we welcome the increasing recognition of the techniques we are using. The recent
market volatility further supports the importance of having the control capabilities in the fund to
manage the downside risks.”
Dan Mikulskis, Managing Director & Co-head of Asset Liability Modelling (ALM), Redington commented:
“Achieving clients’ investment objectives drives our investment strategy work and recommendations.
We believe risk control and downside protection are two powerful tools for keeping clients’ portfolios
on track for those long-term goals. We wanted a cost effective equity pooled fund that was easy to
access and had these characteristics.”
Schroders plc
Registered office at above address
Reg. 3909886 England
1
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Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000
www.schroders.com
For further information, please contact:
Estelle Bibby, Senior PR Manager
Tel: +44 (0)20 7658 3431 / estelle.bibby@schroders.com
Notes to Editors
For trade press only.
To view the latest press releases from Schroders visit: http://ir.schroders.com/media
Schroders plc
Schroders is a global asset management company with £294.8 billion (EUR 400.0 billion/$446.5
billion) under management as at 30 September 2015. Our clients are major financial institutions
including pension funds, banks and insurance companies, local and public authorities, governments,
charities, high net worth individuals and retail investors. With one of the largest networks of offices of
any dedicated asset management company, we operate from 37 offices in 27 countries across
Europe, the Americas, Asia and the Middle East. Schroders has developed under stable ownership
for over 200 years and long-term thinking governs our approach to investing, building client
relationships and growing our business.
Further information about Schroders can be found at www.schroders.com.
Issued by Schroder Investment Management Ltd, which is authorised and regulated by the Financial
Conduct Authority. For regular updates by e-mail please register online at www.schroders.com for our
alerting service.
i
MSCI Total Return Developed World Index with 10% volatility target overlay
ii
The team consists of over 120 investment professionals worldwide who currently manage over £75 billion in
assets across a number of global strategies as at 30 September 2015.
Schroders plc
Registered office at above address
Reg. 3909886 England
2
For your security, communications may be taped or monitored