When people invest, what are their hopes and expectations? Schroders Global Investor Study looks at the investment goals, attitudes and behaviours of more than 20,000 people in 28 countries.
David Brett, Investment Writer
Share Class Definitions: Advisor Shares are only available through a Financial Intermediary that charges an advisory fee, management fee, consulting fee, fee in lieu of brokerage commissions or other similar fee for their services for the shareholder account, provided it has an arrangement with Schroders or SFA.
Investor Shares: are generally available to direct clients of Schroders or its affiliates who meet the high investment minimum of $250,000 or investors meeting the minimum and who are clients of certain Financial Intermediaries having an arrangement with Schroders or SFA.
R6 Shares are available for purchase by eligible institutional investors, including employer sponsored retirement plans, pension plans, endowments and foundations, and eligible high net worth investors. R6 Shares are generally not available to investors who invest or hold their shares through financial intermediaries, such as clearing firms or record keepers, that expect to receive compensation from the Fund or from Schroders. The minimum initial investment for R6 Shares is $5,000,000 and there is no minimum for additional purchases of R6 Shares.
N-Q Reports The Funds file their complete schedules of portfolio holdings with the SEC for the first and third quarters of each fiscal year on Form N-Q. The Funds' Form N-Q is available on the SEC's website at www.sec.gov, and may be reviewed and copied at the SEC's Public Reference Room in Washington, DC. Information on the operation of the Public Reference Room may be obtained by calling 1-800-SEC-0330.
Please consider a fund's investment objectives, risks, charges and expenses carefully before investing. To obtain this and other information on any Schroders Fund, please click the following link: prospectuses. Read the prospectus carefully before investing. To obtain any further information call your financial advisor or call Schroder Mutual Funds at (800) 464-3108.
Schroder Investment Management North America Inc. is an indirect wholly owned subsidiary of Schroders plc and is an SEC registered investment adviser providing asset management products and services to clients in the US and Canada. Our mutual funds are distributed by Schroder Fund Advisors LLC, a member of FINRA.