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Schroder MM Diversity Tactical

Elite Rated by FundCalibre

This multi-asset fund with a default position of around 80% in equities is run by the highly experienced duo of Marcus Brookes and Robin McDonald, who are supported by the wider Schroders team. They are prepared to be contrarian and will take relatively large tactical bets.

Company Description

Founded in London in 1804, today Schroders operates in more than 25 countries, employing more than 3,500 people, close to the markets in which they invest. With more than 35 offices worldwide, Schroders is listed on the London Stock Exchange and invests in a range of asset classes including equity, fixed income, multi-asset and alternatives. The group was awarded the Elite Equities Provider Rating in 2017.


Fund Manager

Marcus Brookes and Robin McDonald have a long history of working together. They have developed a solid, comprehensive and proven investment process and share more than 30 years of investment experience between them.


As the saying goes, when seeking to be the best at anything you must be different, great and first. We’d take 2 out of those 3!

Marcus Brookes - Fund Manager

The Investment Process

The neutral position of this fund is 80% in equities, 5% in fixed interest/cash and 15% in alternatives (property, hedge funds, commodities). Within each area there is sufficient scope to use tactical overlays to enhance value; however, the managers keep a close eye on capital protection.


The risk levels of this fund could vary greatly over time. The neutral position of 80% equities may make it riskier than many of its peers at certain times. However, the managers can make significant moves away from the neutral position, often increasing cash weightings when they can find little value.

Our Opinion

The managers’ contrarian thinking is a differentiator from many other ‘me-too’ multi-manager funds, and its risk-adjusted track record suggests that this strategy has worked well.

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