Schroders fund aims to protect wealth from inflation

multi asset2Schroders has launched a multi-asset fund designed to preserve wealth against inflation and provide savings growth with limited volatility. The firm says it expects a global inflationary environment in which this kind of fund will be in demand. Malcolm Melville will manage the Schroder ISF Wealth Preservation fund, which is aimed at retail and high-net-worth investors. Melville works in the company's emerging market debt, currency and commodity team. Peter Beckett, head of international marketing, says the fund “deliberately does not fit cleanly into a single category, spanning the absolute/total return and real return categories, and is intended to be an all-weather portfolio which we believe will be an attractive alternative to other products in these areas”. Beckett says the fund does not use shorts, leverage or complex derivatives. The statistics office of the European Union said the inflation rate in the eurozone fell 0.2 points to 2% in January, and the European Central Bank has predicted inflation of 1.6% this year and 1.4% in 2014. The inflation rate in the UK was 2.7% in December, according to the Office of National Statistics. ©2013 funds europe

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.