Schroder Equity Opportunities Fund

The Schroder Equity Opportunities Fund provides exposure to a range of quality stocks, listed in Australia/New Zealand. These companies are characterised by strong returns on capital and a sustainable business franchise offering pricing power and control over business direction.

The key differentiating feature of the strategy is that benchmark weightings are not considered during the portfolio construction process while the stock selection methodology has no size constraints, using the full universe of opportunities.

Stocks are identified using bottom-up, fundamental analysis undertaken by Schroders’ experienced and stable team of in-house analysts, drawing on both local and global research capabilities, with securities selected on the basis of business quality and valuation attraction. With a long term focus on investing it is suitable as a core portfolio holding over a time frame greater than 5 years.

INVESTMENT OBJECTIVE

BENEFITS

KEY RISKS

FUND FEATURES

HOW THE FUND IS MANAGED