How to invest
Schroders funds are available for direct investment or indirect investment via a financial adviser or other intermediary.
Platform availability
Schroders' funds are available on a variety of platforms. Click this link to see the full list of available platforms, and which Schroders funds are available on each.
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.
For full instructions on how to invest, visit our 'investment instructions' page.
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.
Need help?
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.