Schroders' Value Long Duration Strategy (2024)

FAQs

Schroders' Value Long Duration Strategy? ›

The Value Long Duration strategy seeks to achieve a total return that exceeds that of the Fund's benchmark, the Barclays U.S. Long Government/Credit Bond Index. The strategy uses a value-driven approach and seeks to generate return by investing in a portfolio of investment grade, fixed income securities.

However, a long-duration strategy describes an investing approach where a bond investor focuses on bonds with a high duration value. In this situation, an investor is likely buying bonds with a long time before maturity and greater exposure to interest rate risks.

Global Sustainable Growth aims to provide capital growth by investing in equity securities of companies worldwide which meet our sustainability criteria. The strategy is benchmark unconstrained, however, performance is compared against the MSCI ACWI Index which best represents the strategy's investment opportunity set.

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Accrual based debt schemes aim to earn the interest paid by the bond by holding the bond till its maturity. Fund managers who take duration call, in addition to getting the yield (interest), seek to make profit from price appreciation of the bond if the interest rates decline.

A short seller borrows stock from a broker and sells that into the market. Later the investor expects to repurchase the stock at a lower price, pocketing the difference between the sell and buy prices. That is, while longs try to buy low and sell high, shorts try to sell high and buy low.

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The Asian Income strategy refers to an investment approach that generates income from Asian assets. Diversification through an Asian Multi-Asset income strategy offers access to a range of asset classes, lowering risk and providing stability during market volatility while delivering an attractive yield.

Active managers make investment decisions in an effort to outperform their benchmark, while passive managers track an index to gain exposure to a market or segment of a market.

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Schroders plc is the parent company of the Schroder Group of companies. For more information about the Schroder Group, please visit the About Schroders web pages.

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The Value Core strategy seeks to outperform the benchmark by 100 basis points over a market cycle while giving special consideration to certain sustainability criteria. The strategy uses a value-driven approach and seeks to generate return by investing in a portfolio of investment grade, fixed income securities.

The Diversified Growth strategy seeks to provide a target return of cash + 5% p.a. over a full economic cycle (typically 5-7 years) with a volatility range of 6-10% p.a. The global portfolio is diversified across classes and is designed to take advantage of different market environments.

A long—or a long position—refers to the purchase of an asset with the expectation it will increase in value—a bullish attitude. A long position in options contracts indicates the holder owns the underlying asset. A long position is the opposite of a short position.

This strategy is simple. It consists of acquiring stock in anticipation of rising prices. The gains, if there are any, are realized only when the asset is sold. Until that time, the investor faces the possibility of partial or total loss of the investment, should the stock lose value.

Overview. The US Long Duration Strategy is a value-oriented strategy that seeks attractive total returns from income and capital appreciation by investing in U.S. Government and investment-grade corporate debt securities with at least ten years to maturity.

Long-duration equities are stocks that are expected to produce their highest cash flows in the future. These companies are often growth-oriented and, like long-duration bonds, are more sensitive to interest rate hikes and inflation than their shorter-duration counterparts.