Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
News Release
Schroders launches Global Multi-Asset
Income Fund
18 April 2012
Schroders announces the launch today of Schroder ISFi Global Multi-Asset Income, which aims to
provide sustainable quality income by dynamically investing in attractive income opportunities across a
range of asset classes, regions and sectors.
Aymeric Forest, Senior Multi-Asset fund manager, will manage the fund with the objective to pay a
distribution of 5% per annum in equal quarterly or monthly instalments with an expected 7% total
return per annum over a full market cycle. Aymeric, supported by the multi-asset team, will manage
this as a well-diversified and directly-invested fund that aims to offer quality income with more stable
expected returns than could be easily achieved with a single asset class solution. The investment
strategy focuses on investing in high quality global fixed income and global equity securities with
positive cash flows and strong balance sheets. There is also a particular focus on risk management at
the security and portfolio level.
Aymeric Forest, Fund Manager of Schroder ISF Global Multi-Asset Income, commented:
“This fund aims to provide investors with a sustainable income by focusing on both selecting high
quality securities across a broad investment universe and on active portfolio construction. We are
currently seeing interesting opportunities within equities in healthcare in the UK and Japan, consumer
staples in the US and Asia, and telecoms in China and South Africa. We are also finding attractive
yields in some US municipal bonds and high yield debt and in local currency emerging markets with
loose monetary policies. We are cautiously positioned within our exposure to financials and prefer
bonds issued by US and UK insurers.”
Nico Marais, Head of Multi-Asset Investment and Portfolio Solutions, also commented:
“In a low yielding environment investors are increasingly struggling to narrow their retirement gap
without taking on significant risk. In looking for income, their choices have been mainly limited to either
Schroders plc
Registered office at above address
Reg. 3909886 England
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Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
bond or high dividend equity funds. Our Global Multi-Asset Income product is designed to overcome
the artificial barriers posed by asset class specific income opportunities. We offer a less constrained
global search for quality income while also giving investors the diversification benefits of a multi-asset
portfolio.”
For further information, please contact:
Georgina Robertson, Schroders
+44 (0)20 7658 6168 (georgina.robertson@schroders.com)
Notes to Editors
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Schroders plc
Schroders is a global asset management company with £187.3bn (€224.2 billion, $291.0 billion) under
management as at 31 December, 2011. 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 33 offices in 26 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.
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i
Schroder International Fund is referred to as Schroder ISF
Schroders plc
Registered office at above address
Reg. 3909886 England
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