Schroder Account Type

Schroder offers a variety of account types tailored to meet the diverse needs of investors. The primary types include:

• Active Model Portfolios: These accounts consist of nine model portfolios built from actively-managed funds, focusing on different risk levels.
• Multi-Asset Funds: Designed to provide low-cost, actively managed multi-asset funds for a changing world.
• Sustainable Model Portfolios: These accounts focus on investing with purpose, including six actively-managed portfolios that consider environmental, social, and governance (ESG) factors.
• Blended Portfolios: A mix of active and passive approaches across diversified investments.
• Income Portfolio: An actively-managed, multi-asset fund aimed at generating a consistent level of income.

The ongoing charge figure (OCF) for these accounts is competitive, with model portfolio fees starting at just 0.15% and multi-asset funds starting from 0.22%.

Schroder Broker Account Opening Process

Opening a broker account with Schroder involves a straightforward process:

• Choose Your Account Type: Select from the various account types that best suit your investment goals and risk tolerance.
• Complete the Application: Fill out the online application form, providing necessary personal and financial information.
• Submit Required Documents: Prepare and submit identification documents, proof of address, and any other requested materials.
• Account Verification: Schroder will review your application and documents to verify your identity and eligibility.
• Fund Your Account: Once approved, you can fund your account through various methods, including bank transfers.
• Start Investing: After your account is funded, you can begin investing in your chosen portfolios and funds.

For more detailed information, you can refer to Schroder Investment Solutions.