Fund Benchmarks

Each managed fund has an individual benchmark which performance is measured against.

A table of our investment funds and their respective benchmark is listed below.

Schroder Wholesale Series
Fund Name	Benchmark
Schroder Wholesale Australian Equity Fund	S&P/ASX 200 Accumulation Index
Schroder Australian Smaller Companies Fund	S&P/ASX Small Ordinaries Accumulation Index
Schroder Global Active Value Fund (Hedged)	MSCI World ex Australia Index total return net of withholding tax hedged in A$
Schroder Global Active Value Fund	MSCI World ex Australia Index total return net of withholding tax in A$
Schroder Asia Pacific Fund	MSCI AC Asia ex-Japan Index in A$
Schroder Global Smaller Companies Fund	S&P/Citigroup Extended Market World Index (ex Australia) in A$
Schroder Global Emerging Markets Fund	MSCI Emerging Markets Index net of withholding tax in A$
Schroder Balanced Fund	Mercer median market linked investment manager
Schroder Fixed Income Fund	UBS Composite Bond Index
Schroder Australian Equity Income Fund	90 day bank bill rate
Schroder Hybrid Securities Fund	UBS Credit Index

 

Schroder Institutional Series
Fund Name	Benchmark
Schroder Australian Equity Fund	S&P/ASX 200 Accumulation Index
Schroder Global Equity Fund Standard Class	MSCI World ex Australia Index total return net of withholding tax in A$
Schroder Balanced Fund Standard Class	Mercer median market linked investment manager
Schroder Fixed Income Fund Standard Class	UBS Composite Bond Index
Schroder Hybrid Securities Fund Standard Class	UBS Credit Index

 

This page contains general information only and it is not intended that it be relied on for the purpose of making an investment decision. It does not take into account the objectives, financial situation or needs that an individual investor may have to consider before making any investment decision.