Schroder Global Core Fund
An actively managed, global equity fund that combines the risk and cost benefits of index-based investing with the advantage of relative performance upside potential (Wholesale Class APIR SCH0003AU).
Quantitative global equity fund
Well-resourced quantitative equity product (QEP) investment team with ownership and accountability.
Limited index-relative risk
Top-down risks are carefully managed by applying index-relative limits on the weights of regions, sectors and stocks.
Diversification minimises stock-specific risk
Provides exposure to a broad investment universe of over 10,000 global stocks.
Introducing the Schroder Global Core Fund
The Schroder Global Core Fund is a quantitative global equity fund. The objective of the fund is to outperform the MSCI World ex Australia ex Tobacco Index (net dividends reinvested) after fees with low index-relative risk across a broad range of market environments.
Focused on value and quality to deliver long-term outperformance
Our research suggests that there is a long-term premium available to investors focused on valuations and on business quality. We seek to exploit this opportunity through the Fund's broad investment universe of over 10,000 stocks globally.
To find under-valued securities, the value of a security is analysed using a wide range of metrics, including dividends, cashflows, earnings and assets. Our ‘Quality’ strategy involves analysing companies for profitability, stability, financial strength, governance and potential for structural growth.
Why Schroders?
Rigorous process identifies the best investment opportunities
Accessing a broad opportunity set across countries, sectors and market capitalisations provides investors with a diversified fund. This deep diversification seeks to minimise stock-specific risk.
Stock selection is driven by bottom-up evaluation of a company’s fundamentals and other metrics. Sector, country and regional allocations build from our stock selection process – we only invest where we see the best opportunities.
Learn more about global equities investment at Schroders.
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Meet the managers
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.
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
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
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 issued May 2024, APIR: SCH0003AU, 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. © 2024 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR: SCH0003AU, October 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.