Schroder Wholesale Australian Equity Fund

Target sustained long-term performance with the Schroder Wholesale Australian Equity Fund (Wholesale Class APIR SCH0101AU).

Delivering long-term growth

Our investment strategy identifies quality companies offering prospects for enduring growth and resilience to market downturns.

Invest with confidence

As a global brand with a 50+ year track record in Australian equities, investing with us brings you confidence.

Backed by research

Our deep research capabilities provide detailed insights into fundamentals and objective valuations of companies across the ASX 300.

Discipline and rigour to deliver resilience in volatile markets

As a strategy seeking long-term growth and value, the Schroder Wholesale Australian Equity Fund invests in Australian and New Zealand equities as if we own the business. We’ll always prioritise potential for sustained long-term performance over short-term growth trends. Sticking to our process may mean going against the market, but it’s become our proven method for delivering superior returns1 and downside protection.

Producing strong and stable investment results year after year takes discipline. In finding quality companies, selecting portfolio allocations and limiting risks, we take no short cuts and always follow a rigorous and repeatable process to arrive at our final decision.
1As at 29 February 2024, the Schroder Wholesale Australian Equity Fund has returned an average of +8.84% (wholesale class) and +10.60% (professional class) per annum, net of fees, since the fund’s inception in 2002 (wholesale class) and 2020 (professional class). Past performance is not a reliable indicator of future performance and may not repeat.

About the Schroder Wholesale Australian Equity Fund

The Schroder Wholesale Australia Equity Fund seeks to outperform the S&P/ASX 200 Accumulation Index after fees over the medium to long term by investing in a broad range of companies from Australia and New Zealand.

The Fund is an actively managed core Australian equity portfolio offering diversified exposure to businesses with solid and sustainable cashflows. The Fund draws on Schroders’ deep research capabilities, with a focus on company valuation, longer term prospects and competitive advantage.

Fund update

Martin Conlon, Head of Australian Equities, delivers his March 2024 quarterly update. In this video, he discusses the supersized US IT sector and takes a look at labour markets and housing in Australia, providing context to the team's allocations and outlook for Schroders' Australian equities funds. 

Why Schroders?

Investing with Schroders means investing in a global brand with strong heritage and outstanding capabilities in a broad range of asset classes. With a track record of more than 50 years in Australian equity investing, we have grown to be trusted with $A9.1 billion* in FUM.

Led by Martin Conlon and Andrew Fleming, our 12 investment professionals for the Fund are among the most well-resourced and dedicated Australian Equity teams. Our local investment team is backed by the first-class research and asset management capability you would expect from one of the most reputable global names in investing.

*As at 31 December 2023

Why choose Schroders for Australian equities?

In more than half a century of Australian equity investing, we have seen market trends and companies rise and fall. This has led us to develop a disciplined, repeatable investment strategy focusing on the fundamental value of a company across multiple market cycles and for the long-term.

Our consistent approach to fundamental, bottom-up investing doesn’t demand that we stick with traditional ways of building an investment case. Data science and technology have much to offer as we explore new solutions for analysis, forecasts, modelling and portfolio construction.

If you need to find out more about the Schroder Wholesale Australian Equity Fund

Related documents

Slide 1 of 3
Fund summary
Monthly fund report (wholesale class)
Product disclosure statement (wholesale class)
Slide 1 of 3
Target market determination (wholesale class)
Additional information booklet
Fund data

Fund ratings and awards

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Meet the fund managers

Investors in the Schroder Wholesale Australian Equity Fund stand to benefit from the expertise and experience of the portfolio management teams across equity investing as well as from other teams within Schroders.

Slide 1 of 2

Martin Conlon

Head of Australian Equities

Andrew Fleming

Deputy Head of Australian Equities

Ways to invest in the Schroder Wholesale Australian Equity Fund

Before investing in the Schroder Wholesale Australian Equity 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 via our paper application form, or online application form. 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.

Contact our team

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

The role of the Schroder Wholesale Australian Equity Fund in portfolios

Why consider an Australian equity fund?

A staple for many domestic portfolios, Australian equity funds have long been a popular choice for delivering growth to Australian investors. 58% of Australian investors hold Australian shares, and shares remain Australia’s most popular investment option*.

Australian investors hold around 15% of their portfolio in Australian equities, either directly, or via a fund*. Investing in Australian Equities offers investors the potential to earn returns from capital growth and dividends.

*ASX Australian Investor Study, 2020

The Schroder Wholesale Australian Equity 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.

This fund is unlikely to be suitable for a consumer seeking capital guarantee or capital preservation. This product is also not suitable for consumers seeking a standalone solution with a low risk and return profile or a short investment timeframe.

Investors can utilise the Schroder Wholesale Australian Equity Fund, combined with other domestic and international equity funds to provide diversification in equity portfolios.

Australian Equities related insights

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.

Australian Wholesale Equity Fund has received Gold Morningstar Analyst Rating™ as on 28 October 2022 © 2023 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and www.morningstar.com.au/s/fapds.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872)(“Zenith”) rating (assigned APIR: SCH0101AU, June 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.

The rating issued October 2023, APIR: SCH0101AU, 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. © 2023 Lonsec. All rights reserved.