Schroder Global Core Fund
An actively managed, quantitative global equity fund that combines the risk and low-cost benefits of index-based investing with the advantage of relative performance upside potential. (Wholesale Class APIR SCH0003AU).
20 years of outperformance
This enhanced index fund has achieved top decile rankings within its peer group over 3, 5, 10, 15, 20 & 25 years, and outperformed its benchmark over 20 of the last 25 years.^
The best of both worlds
Active stock selection supported by a sophisticated quantitative equity framework.
Competitively priced
With a 0.25% p.a. management fee and no performance fee.
Introducing the Schroder Global Core Fund
An actively managed, quantitative global equity fund that focuses on value and quality investing to deliver long-term outperformance. The fund strives to capture the global equity market return while minimising index relative volatility for more consistent returns.
Targeting consistent return through the cycle
Managed to relatively tight index-relative constraints at the stock, sector and regional level, the QEP team looks to ensure effective diversification, manage risk and avoid extreme outcomes. As such, alongside providing a core global equity exposure, a cost-effective enhanced index strategy like this can play multiple roles in a client portfolio. It can provide both complementary or alternative exposure to passive or index tracking funds for clients seeking to increase market relative risk without undue impact to fees. Similarly, the diversification provided complements more concentrated offerings to help smooth the path of returns through the market cycle.
How we do it
A focus on stock valuations and business quality
All stock selection is focused on two key fundamental drivers of long-run equity returns: stock valuations (determined across measures of dividends, cashflow, earnings and assets) and business quality (as defined by measures of profitability, stability, financial strength, structural growth and governance). The strategic diversification between Value and Quality offers investors the potential for outperformance across a broad range of environments.
Portfolio construction on an industrial scale.
Quantitative tools are then used to ‘scale up’ our process, which allows access to the best opportunities across a broad global universe of around 15,000 companies. These tools enable us to maximise the opportunity set and re-balance portfolios in a disciplined way as opportunities evolve.
Our final portfolios are diverse and comprised of over 400 companies which aims to reduce risk by spreading exposure across sectors and regions.
Experienced fund managers in the driving seat
Finally, experienced investors are responsible for implementing every trade decision, providing an important sense check that the process is working as it should and that portfolios’ risk profiles remain appropriate. They also feedback insights on portfolio behaviour or potential upcoming risks and return opportunities to the team to help guide future research.
A successful 25-year track record
The Schroder Global Core Fund is managed by the QEP (Quantitative Equity Product) Investment Team, which has been managing global equities on behalf of Schroders’ clients since 2000. All strategies share a common heritage, evolving from the team’s longest-running flagship strategy, Schroder Global Core. Learn more about how the team achieves a balance between passive and active approaches to apply the principles of fundamental investing on an industrial scale.
Join Lukas Kamblevicius and David Philpotts as they discuss the fund, its investment process, and why Schroders for an enhanced index approach to global equities.
Why Schroders?
Combining quantitative analysis with fundamental insights to navigate the disruption and volatility of equity markets
For over 25 years, the Schroders QEP Global Core Strategy has navigated market uncertainty with a highly diversified approach and stable performance. By combining quant-driven analysis with fundamental insights, we efficiently identify what we believe are the best investment opportunities.
Schroders’ equities business has US$300+ bn in assets under management that benefit from global research teams with local presence and knowledge. Our processes are backed by 10 years of using data science to help uncover investment opportunities that others cannot see.
Learn more about global equities investment at Schroders.
Fund ratings
Related documents
Meet the manager
Investors in the Schroder Global Core Fund stand to benefit from the expertise and experience of the portfolio management teams across global equity investing as well as from other teams within Schroders.
Lukas Kamblevicius
Co-Head of QEP Investment Team
Why now for global equity investments?
Lukas Kamblevicius, Co-Head of the QEP Investment Team, discusses the significance of adopting an active investment approach in global equities in today's market environment
Ways to invest in the Schroder Global Core Fund
Before investing in the Schroder Global Core Fund, please read the product disclosure statement (PDS), the accompanying additional information booklet, financial services guide (FSG) and target market determination (TMD) for the fund. You can learn more about investing directly by filling out our paper application form or online application form. You may also like to find out which platforms you can access the Fund through. If you need help, please contact our team.
Invest directly
Complete the paper application form or online application form. The minimum investment amount is $20,000 for wholesale class. Professional class is not available for this fund.
Contact our team
For further information about investing in the Fund, please speak to a member of the Schroders team.
Platform availability
The Schroder Global Core Fund is available on a number of platforms. Please check with the platform operator for minimum investment requirements and fees.
The role the Schroder Global Core Fund can play in portfolios
With over 58,000 listed companies globally, exposure to global equities provides access to a large and economically diverse set of companies, as well as the growth trends shaping our world. In addition, investing in foreign assets gives investors exposure to the returns generated by overseas securities and currency fluctuations.
The Schroder Global Core Fund is likely to be appropriate for a consumer seeking capital growth for a small component of their portfolio, with a high or very high risk and return profile.
The Fund is unlikely to be suitable for a consumer seeking capital preservation or income. The Fund is also unlikely to be suitable for consumers seeking a core or standalone solution with a low risk and return profile or a short investment timeframe.
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Disclaimers
^Performance as of 31 March, 2025.
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.
The rating published on April 2025, APIR: SCH0003AU, is issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ 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 Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR: SCH0003AU, November 2024) 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.
The Genium rating (assigned July 2025) presented in this document is issued by Genium Investment Partners Pty Ltd ABN 13 165 099 785, which is a Corporate Authorised Representative of Genium Advisory Services Pty Ltd ABN 94 304 403 582, AFSL 246580. The Rating is limited to “General Advice” (s766B Corporations Act 2001 (Cth)) and 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 notice. Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision in relation to this financial product(s). Genium receives a fee from the Fund Manager for researching and rating the product(s). Visit Geniumip.com.au for information regarding Genium’s Ratings methodology.