How to invest
Schroders funds are available for direct investment or indirect investment via a financial adviser or other intermediary.
Active ETFs
Some Schroders funds are available as Actively Managed Exchange Traded Funds or Active ETFs. Investors can invest in Active ETFs using a brokerage account or via an online broker. Please note that there are significant differences between acquiring units through the securities exchange (i.e ASX or Cboe) and applying directly with the responsible entity (i.e. Schroders), including variations in the pricing you may receive. You should carefully review the relevant Product Disclosure Statement (PDS) and the Target Market Determination (TMD) prior to making any investment decision regarding the fund you are considering.
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?
Schroders' commitment to our clients is paramount, so we are always here to help. If assistance or information is needed, please don't hesitate to contact the Schroders Retail Team.