Policies and notices
Listed below is a repository of Schroders' policies and notices that assist to communicate some of the terms and conditions under which investments are made with Schroders. Documents relating to sustainability are published by both Schroders Group and Schroders Australia (Schroders, Schroder Investment Management Australia Limited or SIMAL). Unless otherwise stated, the policies/information published by Schroders Group apply to funds offered in Australia by SIMAL.
Operational Policies
Distribution Reinvestment Plan
FAQ On Attribution Managed Investment Trust Member Annual (AMMA) Statement
London Interbank Offered Rate Transition Notice
Public holiday and non-dealing day calendar - managed funds
Public holiday and non-dealing day calendar - listed funds
Sustainable investment
Exclusions
Active ownership
SIMAL Corporate Governance and Proxy Voting Policy
SIMAL Principles of Internal Governance and Asset Stewardship
SIMAL funds proxy voting records
Schroders Group Engagement Blueprint for Listed Assets*
*This document is provided for informational purposes only to the person to whom it is provided by SIMAL and sets out, at a high level, the steps undertaken in respect of active ownership at a Schroders Group level. The actual steps undertaken by an Australian investment desk within SIMAL, including the Australian Equities and Fixed Income desks, may differ from that contained in this document. Please discuss with your SIMAL representative for further detail. Other than SIMAL, none of the Schroders Group entities referred to in this document are registered or regulated in Australia, and this document has not been prepared, and its content has not been reviewed specifically for Australian investors. It may contain references to dollar amounts that are not Australian dollars, may contain financial information which is not prepared in accordance with Australian law or practices and does not address Australian tax or other regulatory matters. Other than SIMAL, no person or entity mentioned in this document holds an Australian Financial Services Licence or other similar Australian authorisation. This document does not constitute or involve a recommendation, offer or invitation to carry out any dealing in respect of any financial product.
Human rights and modern slavery
Schroders Group Annual Modern Slavery Statement*
Schroders Group Human Rights Position Statement
* Although Schroders’ Australian entities do not meet the financial threshold for the 2024 reporting year, they remain part of this Group Statement.
Diversity and inclusion
Industry collaboration
Schroders Group Industry Involvement (Schroders Group website)