Schroders — Fact Sheet

3 slides from Schroders's fact sheet

Slide 1: Helix strategy
Why invest in multi-strategy hedge Our investment edge funds now? Helix strategy The post-QE era has led to a marked change in Single asset class strategy market dynamics. Rising interest rates and inflation has resulted in traditional 60/40 portfolios coming Helix is tilted to equities because that
Slide 2: Risk considerations
Risk – Counterparty risk: The strategy may have contractual – Liquidity risk: In difficult market conditions, the strategy agreements with counterparties. If a counterparty is unable may not be able to sell a security for full value or at all. This to fulfil their obligations, the sum that they owe
Slide 3: Important information
Important Marketing material for professional clients only. may provide investment marketing, to the extent permitted and Any reference to sectors/ countries/ stocks /securities are for in accordance with the Regulation of Investment Advice, illustrative purposes only and not a recommendation to buy