Schroder Sustainable Growth Fund

A traditional growth-biased multi-asset fund with a focus on investing in companies with superior sustainability profiles (Wholesale Class APIR SCH0102AU).

A core solution

Ideal as a core portfolio solution, the Fund offers diversified exposure to growth, diversifying and defensive assets carefully selected by taking into account a number of financial and sustainability factors with a focus on long-term performance and risk management.

Active management

A multi-asset fund with flexibility to tactically adjust the asset allocation, based on the economic and market environment to take advantage of potential opportunities and deliver greater downside protection.

Seeking sustainable growth

Guided by our Sustainable Investment Framework and proprietary tools, we seek to exclude companies most at risk from potential legislative or behavioural changes and invest in those companies positioned to benefit from existing and emerging sustainability trends.

A multi-asset fund with a focus on sustainability considerations

The Schroder Sustainable Growth Fund is managed within a Sustainable Investment Framework which may align investors’ investment with their sustainable values concerning prevailing issues regarding, among others, the environment, society, and governance. Delivered by an expert team, it’s an active multi-asset fund offering diversified exposure to assets carefully selected by considering several financial and sustainability factors (using our proprietary screening tools) as well as long-term growth potential.

More than ever, global markets are susceptible to impacts from a rapidly changing economic environment. These shifts can quickly change investment returns and outlook across all asset classes. In an ever-changing economic environment, a multi-asset fund managed by investment experts with flexibility to tactically adjust asset allocation across a broad range of asset classes to drive returns and manage risk across various stages of the market cycle may be worth considering.

Guided by our Sustainable Investment Framework, we seek to invest in and lend to companies that contribute to achieving the Fund’s specific sustainability objectives, which we believe will lead to stronger/superior long-term investment outcomes. We seek to invest in companies that demonstrate effective management and mitigation of their environmental and societal risks. In particular, this includes managing the risks to their net revenues as a result of the global transition to net zero emissions. Sustainability is not just about managing risks; it is also about capturing opportunities by investing in companies that we determine are positioned to benefit from legislative and behavioural changes towards favouring more sustainable practices.

Why Schroders?

Investing with Schroders means investing in a global investment manager with strong heritage and outstanding capabilities in a broad range of asset classes. Since establishing our multi-asset capability in the 1940s, we have grown to be trusted with A$366 billion* in funds under management across our multi-asset portfolios globally. Our 900+ global investment team, including 100+ multi-asset specialists, are located in various offices around the world and offer specialised, on the ground insights and analysis across a wide array of asset classes.

At Schroders, our approach to integrating sustainability considerations into our investment process has placed us among the leaders in sustainability investing.^ We have continuously refined our methodology for over 20 years and as a signatory to the UN PRI since 2007, have achieved the highest ratings in their PRI Assessment reports.

*As at 31 Dec 23.

^ Schroders has been recognised with a Morningstar ESG Commitment Level of Advanced

If you need to find out more about Schroders and multi-asset sustainable investing

Related documents

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Product disclosure statement
Target market determination
Performance report
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Proxy voting report
Additional information booklet
Fund data

Fund ratings and awards

Zenith_Recommended_Rating_Logo_528x400

Lonsec_Highly_Recommended_Rating_Logo_528x400

Fund certification

RIAA Certified 528x400 (2)

The Schroder Sustainable Growth Fund has been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details.*

Meet the managers

Investors in the Schroder Sustainable Growth Fund stand to benefit from the portfolio management teams’ experience and expertise across equities and fixed income investing and are supported by other investment teams’ research and capabilities within Schroders.

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Sebastian Mullins

Head of Multi-Asset and Fixed Income, Australia

David Zhou

Fund Manager, Multi-asset

Ways to invest in the Schroder Sustainable Growth Fund

Before investing in the Schroder Sustainable Growth Fund, please read the product disclosure statement (PDS)target market determination (TMD), the accompanying additional information booklet and the financial services guide (FSG). You can 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, you can contact our team.

Invest directly

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.

Contact our team

For further information about investing in the fund, please speak to a member of the Schroders team.

Platform availability

The Schroder Sustainable Growth Fund is available on a number of platforms. Please check with the platform operator for minimum investment requirements and fees.

The role of a multi-asset sustainable investment in your portfolio

Investing in the Schroder Sustainable Growth Fund can help investors meet a number of investment goals within a single solution. By investing across a broad range of asset classes and adopting a flexible asset allocation approach, the investment team is able to quickly adjust the portfolio’s positioning to prepare for varying economic and market conditions, leading to increased opportunity to boost returns during market upturns and manage risk during downturns. The Fund’s sustainable-focused investment strategy may also contribute towards achieving investors’ personal sustainability-related goals.

This product is likely to be appropriate for a consumer seeking capital growth and income for all or some components of their portfolio, with a medium to high risk and return profile.

This product is unlikely to be suitable for a consumer seeking capital guarantee or consumers with a low risk profile and a short investment timeframe.

Multi-Asset related insights

Disclaimer

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 April 2023, APIR: Wholesale Class: SCH0102AU and April 2023 Professional Class: SCH0010AU, are 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 APIR: APIR: Wholesale Class: SCH0102AU, September 2023) 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.

*RIAA’s RI Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that the Schroder Sustainable Growth Fund (Fund) adheres to the strict operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product. The Certification Symbol is a Trademark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and the Fund’s methodology, performance and stock holdings can be found at www.responsiblereturns.com.au, together with details about other responsible investment products certified by RIAA. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.