Schroder Microcap Fund

The Schroder Microcap Fund provides exposure to a range of quality micro cap stocks listed in Australia/New Zealand. Leveraging off the same investment process, team size and experience of the Schroder Australian Equity Team, the strategy invests in a broad range of micro cap companies specifically seeking out undervalued companies with the potential to offer superior and visible growth.

Potential investments of the strategy will include listed companies outside the top 250 companies by market capitalisation (“microcap”), but above AUD10million in market capitalisation at the time of investment, and companies listed on the New Zealand Stock Exchange with an equivalent market capitalisation. Securities which are intended to be listed within the next six months on the above exchanges are also included in the investment universe.

Micro cap companies can provide potentially superior investment returns over the long term providing an excellent complement to mainstream, larger-company investments. Stock selection is at the core of the investment process, based on intensive in-house company analysis undertaken by Schroders’ highly experienced Australian Investment team.

INVESTMENT OBJECTIVE

BENEFITS

KEY RISKS

FUND FEATURES

HOW THE FUND IS MANAGED