How to invest
Schroders funds are available for direct investment or indirect investment via a financial adviser or other intermediary.
Direct investment with Schroders
Schroders accepts direct investment from individuals, trusts, superannuation funds, companies, partnerships, associations, co-operatives and government bodies.
When selecting funds in which to invest directly please consider the minimum investment amount can vary from fund to fund. Funds classed as Wholesale have a minimum investment amount of $20,000 while Professional Class funds have a minimum investment amount of $500,000 (with the exception of the Schroder Specialist Private Equity Fund which has a minimum investment amount of $20,000). Others are outlined in their PDS or offer document.
Existing clients who want to top up their investment, make a withdrawal or switch funds can find the relevant forms on the instruction forms page.
For more information contact Client Services on 1300 136 471.
Schroders may record and monitor telephone calls for security, training and compliance purposes.
Invest via the mFund settlement service
Schroders currently offers ten funds on the mFund Settlement Service across a range of asset classes. The mFund Settlement Service allows you to buy, hold and sell units in Schroders unlisted managed funds through a process similar to buying and selling shares.
To invest in a Schroders fund via the mFund Settlement Service it is necessary to firstly read the relevant fund PDS and the accompanying additional information book and other relevant fund information.
Next, you need to contact a participating broker. You can use a full service or online broker. Click here to see the list of available brokers on the mFund website.
The broker will require instructions for a buy or sell order and payment for new units in the chosen Schroders fund.
Following completion of the transaction an mFund confirmation and CHESS statement will be sent to you.
We understand that in your role as financial adviser there are many aspects to guiding your clients through the investment selection process, and your advice goes a long way to helping your clients meet their financial goals. Schroders' commitment to financial advisers and their clients is paramount, so if assistance or information is needed, please don't hesitate to contact the Schroders Retail Team.