According to the company, in an environment where income is difficult to find, investors will draw a monthly distribution from four different income sources: equities, bonds, property securities and income from volatility. The monthly distributions will be approximately uniform, with a potential yield of 5.5%1 or more per annum.
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Investors will gain access to eight of Schroders’ active investment strategies including four equity Maximiser funds: Income Maximiser, Asian Income Maximiser, ISF European Dividend Maximiser and Global Property Income Maximiser.
On the fixed income side, the exposure will be to Sterling Broad Market, ISF Global High Yield, Strategic Bond and Absolute Return Bond Funds.
This diversified approach will see asset allocation at 50:50 across equities and fixed income, said Schroders.
Thomas See, head of Structured Fund Management and responsible for Schroders’ Maximiser fund range, will co-manage the fund along with Gareth Isaac, senior fixed income portfolio manager.
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By GlobalDataThomas See, head of structured fund management at Schroders and co-manager of the Managed Monthly High Income Fund said: "This is a fund that pays a higher monthly yield from four well-diversified sources of income, several asset classes and multiple geographies, despite a difficult yield environment.
"By tapping into eight of Schroders’ actively managed investment strategies, we can help reduce the risk of relying on the performance of any single fund or strategy, while creating a diversified product with less volatility than a pure equity investment," he added.
