Schroder Global Emerging Markets Fund

Actively managed exposure to developing countries that have stronger growth potential than mature economies (Wholesale Class APIR SCH0034AU).
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Premium return potential with higher risks

Actively managed access to emerging markets that have stronger growth potential than developed countries.

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Balanced country and stock decisions

Top-down analysis and bottom-up stock selection targets 50% value add from country and 50% from stock choice.

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Emerging markets universe broadly covered

Research strength enables coverage of the Fund’s investable universe – the MSCI Emerging Markets Index.

Introducing the Schroder Global Emerging Markets Fund

The Schroder Global Emerging Markets Fund provides exposure to a range of developing countries around the world that we consider have stronger growth potential than mature economies. The objective of the Fund is to outperform the MSCI Emerging Markets Index (net dividends reinvested) after fees have been deducted over a 3 to 5 year period.

Emerging markets returns with proactive risk management

We take a rigorous approach to risk control by applying a systematic, disciplined framework. This includes alpha-adjusted tracking errors and a stock stop loss rule*. We monitor country risk using a proprietary top-down model which enables us to understand and mitigate risk. This is important in emerging markets, as less developed financial systems and more concentrated economic outputs can amplify the sensitivity of individual countries to both internal and external shocks.

* This is not guaranteed and may be temporarily suspended during periods of market volatility.

Why Schroders

World-class emerging markets capability

We believe that emerging stock markets can be inefficient and provide strong potential for adding value through active fund management. The size and expertise of our global emerging markets team enables us to harness these opportunities. The team is comprised of 41 emerging markets investment professionals averaging 15 years’ experience*.

Learn more about global shares investment at Schroders.

*As at 30 June 2022.

On-the-ground commitment to emerging markets

Our emerging market analysts are based globally across eight locations. This local presence better informs our investment decisions and drives more impactful outcomes for investors.

Economic analysis, asset allocation and portfolio construction is centralised in London. Schroders’ global platforms are used for dealing, settlement, risk management and performance measurement.

ESG integrated investment approach

ESG integration means that our fund managers and analysts systematically and explicitly take account of ESG considerations (such as climate change, environmental performance, labour standards or corporate governance matters) alongside traditional financial analysis with a focus on prioritising investor returns.

If you need to find out more about the Schroder Global Emerging Markets Fund

Related documents

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

Fund ratings and awards

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Meet the manager

Investors in the Schroder Global Emerging Markets Fund stand to benefit from the expertise and experience of Schroders’ equity portfolio management teams as well as from other teams within Schroders.

Tom Wilson

Head of Emerging Market Equities

Ways to invest in the Schroder Global Emerging Markets Fund

Before investing in the Schroder Global Emerging Markets 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. You may also like to learn about mFunds, and if you need help, you can contact our team.

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Invest directly

Complete the paper application form or online application form. The minimum investment amount is $20,000 for wholesale class.

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Contact our team

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

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mFund Settlement Service

You can use a full service or online broker to buy, hold and sell units in Schroders unlisted managed funds through a process similar to buying and selling shares.

The role of the Schroder Global Emerging Markets Fund in your portfolio

A component of an equity allocation – The Fund can be combined with other international equity holdings to provide diversification and a different source of return. 

An alternative asset allocation – The Fund can be used as an alternative allocation to potentially strengthen the risk-return profile of investment portfolios. 

The Schroder Global Emerging Markets 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.

The Fund is unlikely to be suitable for a consumer seeking capital preservation or income. The Fund is also unlikely to be suitable for consumers seeking a core or standalone solution with a low risk and return profile or a short investment timeframe.

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 Zenith Investment Partners (ABN 27 103 132 672, AFS  Licence  226872)  (“Zenith”)  rating  (assigned APIR: SCH0034AU, October 2022) 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.

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