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Today: Jul 27, 2024

Schroders and HSBC unite for exciting multi-asset fund launch

1 min read

Schroders has launched a multi-asset fund called Schroder ISF Dynamic Income in collaboration with HSBC Private Banking. The fund will only be available to HSBC private banking clients for the first six months of this year. Managed by Schroders’ head of multi-asset growth and income Remi Olu-Pitan, the fund will invest in equity, fixed income, and alternative assets such as convertible bonds, securitised debt, insurance-linked securities, and emerging markets debt. The launch of this income-oriented strategy aims to provide diversification and long-term income for investors.

The multi-asset fund offers investors an opportunity to access a wide variety of asset classes in one portfolio, allowing for a diversified investment approach. It provides exposure to equity, fixed income, and alternative assets, which may help mitigate risk and provide stable income streams. The inclusion of alternative assets, such as convertible bonds and insurance-linked securities, can also add an extra layer of diversification and potentially enhance returns.

During the first six months of 2024, the fund will only be available to HSBC private banking clients, giving them exclusive access to this investment strategy. This could be attractive for high-net-worth individuals who are looking for income-oriented investment opportunities. Schroders’ collaboration with HSBC Private Banking enhances its reputation as a leading asset manager and highlights its ability to cater to the specific needs of private banking clients.

With Remi Olu-Pitan at the helm as the fund manager, investors can benefit from her expertise and experience in multi-asset investing. As head of multi-asset growth and income at Schroders, Olu-Pitan has a strong track record and has demonstrated her ability to deliver consistent returns. By offering an income-oriented strategy, the fund is particularly suited for investors looking for stable income streams while maintaining diversification in their portfolios.