Access to a defensive strategy offering low risk returns and diversification benefits against equity markets.
Robust investment process and risk management framework with an emphasis on targeting competitive risk adjusted returns with low volatility.
A highly experienced team, backed by Schroder’s extensive network of over 300 fund managers and analysts worldwide.
The Schroders Fixed Income Fund is an actively managed, low volatility strategy investing in a range of Australian and international fixed income assets. The objective of the fund is to outperform the Bloomberg AusBond Composite 0+Yr Index after fees over the medium term*, whilst delivering stable absolute returns over time.
*Benchmark previously known as UBS Composite Bond Index.
The Fund adopts a Core-Plus investment approach whereby a core portfolio comprised of Australian investment grade bonds is complemented by investments in a diverse range of global and Australian fixed income securities. Investments within the portfolio are actively managed as we seek to ensure we are in the right assets at the right time to maximise returns while maintaining a low risk profile. The targeted result is a defensive fund which is broadly diversified with low correlation to equity markets and designed to deliver steady investment income.
The Schroder fixed income team is well-resourced and highly experienced with seven fixed income professionals who collaborate and share a research platform with the Australian-based multi-asset team and private debt team. The portfolio management team has an average experience of 15 years in fixed income.
The team is well-integrated into the broader Schroders global fixed income team and extensive global network comprising over 300 fund managers and analysts worldwide. This delivers global insight, research and implementation capabilities in key regions and asset classes.
The Schroders Fixed Income Fund benefits from the full application of our investment capabilities including asset allocation (across credit, interest rate and geography), stock selection and risk management, with top-down analysis driving portfolio construction.
We employ a robust and disciplined investment process and risk management framework with an emphasis on competitive risk adjusted returns with low volatility. This is underpinned by extensive research and detailed analysis undertaken by the Australian Fixed Income team and investment professionals across the Schroders Group.
Before investing in the Schroder Fixed Income Fund, please read the product disclosure statement (PDS), the accompanying additional information booklet and the financial services guide (FSG). You can also learn more about investing directly by filling out our paper application form or online application form. You may also like to learn about mFunds, or find out which platforms you can access the fund through. If you need help, please contact our team.
Complete the paper application form or online application form. The minimum investment amount is $20,000 for wholesale class, and $500,000 for professional class.
For further information about investing in the fund, please speak to a member of the Schroders team.
The Schroder Fixed Income Fund is available on several platforms. Please check with the platform operator for minimum investment requirements and fees.
Investing in the Schroder Fixed Income Fund offers a defensive investment with lower volatility than equities across most market conditions, together with diversification benefits from a total portfolio perspective. It may increase your investment portfolio’s resilience during economic downturns, when equity investments typically face higher volatility and negative returns. The fund is highly liquid and aims to deliver steady income on investments.
The Schroder Fixed Income Fund is likely to be appropriate for a consumer seeking capital preservation and income for a small component of their portfolio, with a low to medium risk and return profile.
The Fund is unlikely to be suitable for a consumer seeking capital guarantee or consumers with a very high risk and return profile or with a short investment timeframe.
The rating issued October 2022, APIR: SCH0028AU, is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned , Wholesale Class SCH0028AU, May 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
Fixed Income Fund (Professional Class) has received Silver Morningstar Analyst Rating™ as on 5 February 2022. Fixed Income Fund (Wholesale Class) has received Bronze Morningstar Analyst Rating™ as on 5 February 2022. © 2023 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and www.morningstar.au/s/fapds.pdf . You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.
Investment in this Fund may be made on an application form accompanying the current Product Disclosure Statement (PDS) for the Fund which is available from Schroder Investment Management Australia Limited (Schroders) (ABN 22 000 443 274, AFS Licence 226473). The information contained in this material is general information only and does not take into account your objectives, financial situation or needs. Before acting on the information contained in this material you should obtain a copy of the PDS and consider the appropriateness of the information in regard to your objective, financial situation and needs before making any decision about whether to invest, or continue to hold.
The repayment of capital and performance in the Fund is not guaranteed by Schroders or any other party. Opinions constitute our judgement at the time of issue and are subject to change. Past performance is not an indicator of future performance. Investment guidelines represented are internal only and are subject to change without notice. Schroders may record and monitor telephone calls for security, training and compliance purposes.