• The analysis reviewed 83 Schroder funds across 1, 3 and 5 year periods, assessing each fund’s returns relative to its IA sector averages.
• Schroder Global Emerging Markets Fund achieved one of the highest rankings, placing 7th out of 182 over one year and maintaining strong 3 and 5 year results.
• Schroder’s multi-asset strategies showed resilience, with Sustainable Future Multi-Asset Fund and Global Multi-Asset Adventurous Portfolio Fund both outperforming sector averages over the medium and long term.
• Schroder UK Alpha Plus Fund ranked 157th out of 212 over one year and remained among the weaker strategies over three and five years.

Schroder is one of the largest and most recognised fund groups in the UK, offering a broad range of strategies across global equities, specialist sectors and multi-asset portfolios. To evaluate the consistency of the group’s performance, we analysed 83 Schroder funds across the recent 1, 3 and 5 year periods, comparing each strategy with its sector average and peer group.

This review highlights both the best and worst performers based on how they performance comparative to their sector peers. It also includes a summary of how the group’s full fund range scored using the Yodelar 1 to 5 star rating system. A downloadable report is available that provides the complete performance and rating data for all 83 Schroder funds assessed.

Schroder Fund Performance Summary

Our analysis of the 83 Schroder funds reviewed shows a wide variation in performance across the group’s product range.

Only 6 funds, representing 7.2%, achieved a 5 star Yodelar Rating based on consistent strength across the 1, 3 and 5 year periods. A further 17 funds (20.5%) received 4 stars, indicating performance above their sector averages. The largest proportion, 27 funds (32.5%), were rated 3 stars, reflecting results close to sector averages.

At the lower end of the range, 25 funds (30.1%) received 2 stars and 8 funds (9.6%) received 1 star, showing a significant number of strategies that delivered lower long term growth when compared with similar sector funds.

This distribution shows that even fund managers with strong performers can also have funds that produce much weaker results, making it important to distinguish which strategies have been competitive and which have not.

Top Performing Schroder Funds

The following 5 funds delivered some of the strongest results within their respective sectors. Each has produced higher returns than the sector average across several periods and has ranked highly when compared with other funds in the same categories.

Schroder Islamic Global Equity Q2 Fund

The fund returned 8.86% over one year, ranking 44th out of 550 IA Global funds and ahead of the sector average of 4.75%. Over three years it achieved 21.07%, ranking 45th out of 542, while its five year return of 12.38% ranked 106th out of 522. Returns across all periods remain comfortably above sector averages, reflecting a consistent record within a large and diverse peer group.

Schroder Global Emerging Markets Fund

This fund recorded a one year return of 13.29%, ranking 7th out of 182 and well above the sector average of 8.72%. Over three years it delivered 26.80%, ranking 8th, and over five years it returned 26.92%, ranking 14th out of 174. The fund has remained in the upper rankings of its sector across all timeframes analysed.

Schroder Sustainable Future Multi-Asset Fund

With a one year return of 4.59%, ranking 24th out of 199, this fund exceeded the sector average of 3.28%. Its three year return of 9.70% ranked 32nd, while the five year return of 9.71% ranked 35th out of 193 funds. The fund has shown a stable record of sector-relative outperformance over the medium and long term.

Schroder Global Multi-Asset Adventurous Portfolio

This fund delivered 6.12% over one year, ranking 19th out of 236 funds. Its three year return of 13.43% ranked 27th, and the five year return of 11.48% ranked 39th out of 230, all above sector averages. The fund has maintained competitive performance across different market cycles.

Schroder Income Z Fund

This fund returned 4.23% over one year, ranking 16th out of 66, ahead of the sector average of 2.53%. Over three years it achieved 11.60%, ranking 11th, and over five years it returned 23.90%, ranking 7th out of 66. The strategy has shown consistent strength across all periods assessed.

Worst Performing Schroder Funds

The next five funds ranked among the weakest performers within their sectors based on one, three and five year results. While short term underperformance does not always indicate long term weakness, these funds have fallen behind their sector averages across multiple periods.

Schroder Asian Discovery Fund

This fund delivered a one year return of 3.62%, ranking 84th out of 106, compared with a sector average of 6.87%. Over three years it returned 12.20%, ranking 90th, and over five years it returned 4.20%, ranking 99th out of 104. Across all periods the fund ranked toward the lower end of its peer group.

Schroder European Smaller Companies Fund

The fund recorded a one year return of -2.83%, ranking 20th out of 22, below the sector average of -0.43%. Over three years it returned 2.66%, ranking 17th, and over five years it returned 11.83%, ranking 16th out of 22. Results across all periods remained behind most sector peers.

Schroder Global Healthcare Fund

This fund returned 17.86% over one year, ranking 13th out of 21, but still below the sector average of 19.66%. Over three years it achieved 22.34%, ranking 18th, and over five years it returned 6.20%, ranking 14th out of 21. The fund has generally remained mid to lower ranked within its sector.

Schroder UK Alpha Plus Fund

This fund delivered a one year return of -0.20%, ranking 157th out of 212 IA UK All Companies funds, compared with a sector average of 1.58%. Over three years it achieved 1.69%, ranking 174th, and over five years it returned 0.89%, ranking 184th out of 209. The fund has consistently ranked in the lower part of its sector.

Schroder UK Multi-Cap Income Fund

This fund recorded a one year return of 1.26%, ranking 50th out of 66, below the sector average of 2.53%. Over three years it returned 2.55%, ranking 25th, and over five years it produced 8.46%, ranking 57th out of 66. Performance across all periods trails that of sector peers.

Conclusion

The Schroder range includes several funds that have delivered strong long-term results relative to their sectors, particularly in global equities, emerging markets and mixed investment strategies. These funds demonstrate where the group has been able to deliver consistent strength across different market conditions.

However, the analysis also shows that a meaningful number of Schroder funds have struggled to match their sector peers. Performance dispersion across the range highlights that fund selection remains critical, even within large and well-established investment groups. Choosing the right strategies can have a significant influence on the long-term efficiency of a portfolio.

Ensure Your Portfolio Is Performing Efficiently

Even within well known fund groups such as Schroder, the difference in performance between individual funds can be significant. This analysis shows that 39.7% of the Schroder funds reviewed returned less than their sector averages across 1 year, 3 year and 5 year periods, while 27.7% delivered stronger growth than comparable funds in the same sectors. Many investors continue to hold funds that have produced lower long term returns without recognising the effect this can have on the balance, progress and overall efficiency of their portfolio.

A Yodelar Portfolio Analysis provides a clear, independent assessment of each fund within your portfolio. Every holding is compared with its sector average, enabling investors to see where performance has been strong, where it has lagged and whether the overall structure remains suitable for their objectives.

This process can highlight opportunities to improve diversification, remove persistent underperformance and reduce unnecessary costs. It is a straightforward but effective way to ensure your investments are working as efficiently as possible.

To understand how your portfolio compares, you can request a free analysis at www.yodelar.com/portfolio-analysis.