Schroders Investor Day Presentation Deck
Priority 2:
Offer institutional quality investment proposition
Segregated
portfolios
Cazenove Capital Sterling
Balanced Portfolios - Direct Equity
ARC Sterling Balanced Asset
Private Client Index
13
Sustainable
investing
Ⓒ
Private
Assets
1000
Funds at
Institutional rates
Cumulative performance to 31 December 2018 (%)
3 years
1 year
-1.4
15.7
-5.1
10.0
5 years
27.9
17.1
Source: Schroders. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the
amount originally invested. Source: Asset Risk Consultants PCI (ARC) www.assetrisk.com. The Cazenove Capital performance numbers are in sterling and net of all fees including our annual
management charge, trading commissions and underlying fund fees - including any in-house fund fees. It should be noted that historical performance previous to the merger is based on
individual investment processes for Schroder & Co. Limited and Cazenove Capital Management Limited respectively.
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