Fund benchmarks

Fund benchmarks

Australian Equities

Fund NameBenchmark
Schroder Wholesale Australian Equity Fund S&P/ASX 200 Accumulation Index
Schroder Australian Equity Fund S&P/ASX 200 Accumulation Index
Schroder Equity Opportunities Fund S&P/ASX 300 Accumulation Index
Schroder Australian Smaller Companies Fund S&P/ASX Small Ordinaries Accumulation Index
Schroder Microcap Fund S&P/ASX Small Ordinaries Accumulation Index

 

QEP Global Equities

Fund NameBenchmark
Schroder Global Core Fund MSCI World ex Australia Index (net dividends reinvested)
Schroder Global Value Fund MSCI World ex Australia Index (net dividends reinvested)
Schroder Global Value Fund (Hedged) MSCI World ex Australia Hedged to AUD Index (net dividends reinvested)
Schroder Global Quality Fund MSCI World ex Australia Index (net dividends reinvested)
Schroder Global Blend Fund MSCI World ex Australia Index (net dividends reinvested)
Schroder Global Blend Fund (Hedged) MSCI World ex Australia Hedged to AUD Index (net dividends reinvested)

 

Fixed Income

Fund NameBenchmark
Schroder Fixed Income Fund - Wholesale Class Bloomberg AusBond Composite 0+Yr Index
Schroder Fixed Income Fund - Professional Class Bloomberg AusBond Composite 0+Yr Index
Schroder Credit Securities Fund - Wholesale Class RBA Cash Rate
Schroder Credit Securities Fund - Professional Class RBA Cash Rate
Schroder Cash Plus Fund RBA Cash Rate

 

Multi-Asset

Fund NameBenchmark
Schroder Real Return CPI +5% Fund - Wholesale Class CPI plus 5%
Schroder Real Return CPI +5% Fund - Professional Class CPI plus 5%
Schroder Balanced Fund - Wholesale Class CPI plus 5%
Schroder Balanced Fund - Professional Class CPI plus 5%

 

 

Regional and Global Equities

Fund NameBenchmark
Schroder Asia Pacific Fund MSCI AC Asia ex-Japan Index
Schroder Global Emerging Markets Fund MSCI Emerging Markets Index (net dividends reinvested)