Since the financial crisis of 2008, it has been harder for our clients to achieve the right balance in their investments. The return profiles of equities, bonds and property are so similar that they could make some investment goals more challenging to meet.
Absolute return funds generally seek to deliver positive returns over the longer-term, no matter what the stockmarket is doing, rather than trying to beat a particular index. Absolute return funds may help to protect investments from market falls and create genuine differentiation, and ultimately, they aim to provide diversification to portfolios.
Schroders is a leader in absolute return. As a global firm we offer absolute return products run by own fund managers alongside a handpicked selection of funds from highly-experienced external investment specialists. Please note: not all products are available in every market.
Over the past 20 years we have built one of the world’s largest absolute return fund ranges. We offer growth, diversification and inflation protection options. Please note: you may require financial advice prior to investing in some funds.
Past performance is not a guide to future performance and may not be repeated. 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. Exchange rate changes may cause the value of any overseas investments to rise or fall.
Please note that there is no guarantee that an absolute return fund will achieve its objective.
Schroders has expressed its own views and opinions and these may change. This material is intended to be for information purposes only and is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide and should not be relied on for accounting, legal or tax advice, or investment recommendations. Reliance should not be placed on the views and information in this webpage when taking individual investment and/or strategic decisions. All investments involve risks including the risk of possible loss of principal. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. Reliance should not be placed on the views and information in this webpage when taking individual investment and/or strategic decisions. Some information quoted was obtained from external sources we consider to be reliable. No responsibility can be accepted for errors of fact obtained from third parties, and this data may change with market conditions. This does not exclude any duty or liability that Schroders has to its customers under any regulatory system. Regions/sectors shown for illustrative purposes only and should not be viewed as a recommendation to buy/sell. The opinions in this webpage include some forecasted views. We believe we are basing our expectations and beliefs on reasonable assumptions within the bounds of what we currently know. However, there is no guarantee than any forecasts or opinions will be realised. These views and opinions may change.