Schroders has unveiled its Strategic Beta Fund, an innovative multi-asset fund that delivers stable performance in a variety of market environments.
The new fund will be run by Matthias Scheiber, multi-asset fund manager, and is developed to focus a return of sterling cash plus 3% p.a. over rolling 5 year periods.
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The fund will invest in a wide range of assets and uses a risk weighting strategy to develop a more diversified portfolio.
Matthias has joined Schroders in 2011 as a multi-asset fund manager. Currently, he works alongside a team of over 100 investment professionals based across the world collectively managing over US$83 billion in client’s assets as at 30 September 2013.
Matthias Scheiber, multi-asset fund manager, said: "The Strategic Beta Fund uses our Multi-Asset philosophy of building portfolios that focus on risk allocations. It benefits from a balanced exposure to economic growth, inflation, and defensive assets, as well as strategies that capture behavioural and other market inefficiencies.
"Strategic Beta is an unconstrained application of our risk-based investment philosophy. It uses an active approach in seeking to generate returns in strong markets and aims to protect the capital value in weak markets," he added.
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By GlobalDataMark Humphreys, head of UK strategic solutions, said: "The Strategic Beta Fund’s diversification across a number of risk factors should help to smooth the path of returns for investors, and its active approach provides flexibility to generate stable returns under different market conditions. In an environment characterised by uncertainty, we believe the Strategic Beta Fund can help UK pension schemes achieve positive returns in a risk-controlled manner."
