Schroder Global Corporate Bond UCITS ETF

Issuer: Schroders

Asset Class: Fixed Income

TER: 18bps

Trading Currency: USD

Pays Income: False

Listing Date: 29 Sep 2025

Ticker: SGIG

ISIN: IE000FGFJT15

This financial instrument offers actively managed exposure to the global investment-grade corporate bond market. The primary objective is to deliver a total return, comprising both income generation and capital appreciation, by strategically investing in a diversified portfolio of corporate debt securities. Unlike passive strategies that simply replicate an index, this product leverages the expertise of a dedicated management team. They employ in-depth credit analysis and a forward-looking macroeconomic perspective to identify attractive investment opportunities and manage risks. This dynamic approach allows the portfolio to adapt to changing market conditions, with the flexibility to adjust sector, regional, and duration positioning to enhance potential returns.

The investment process is built on a foundation of rigorous, bottom-up fundamental research combined with a comprehensive top-down view. Portfolio managers seek to identify mispriced bonds and companies with strong credit fundamentals, aiming to construct a portfolio that offers a superior risk-adjusted return profile compared to its benchmark. The focus remains strictly on investment-grade rated securities, which generally exhibit lower credit risk than their high-yield counterparts, making this a suitable core holding for investors seeking stable income and capital preservation. The global diversification helps to mitigate concentration risk, providing exposure to a wide array of industries and economies worldwide.

This product is designed for investors looking for a core fixed-income allocation that benefits from professional oversight and the potential for alpha generation. It serves as an excellent tool for diversifying a broader investment portfolio away from equities, potentially reducing overall volatility. The accumulating share class structure is particularly well-suited for individuals with a long-term investment horizon, as it automatically reinvests any income received back into the portfolio, harnessing the power of compounding to foster capital growth over time. It provides a transparent and cost-effective means of accessing a professionally curated global corporate bond portfolio.