Investment instructions
Outlined below are instructions covering how to invest with Schroders. Use the navigation panel at left to skip to the relevant section.
Overview
For new clients wishing to invest directly in our funds:
Step 1: Read the relevant product disclosure statement (PDS) and target market determination (TMD) below, as well as the additional information booklet and financial services guide.
Step 2: Complete the application form and all requiredย identification documents or complete the online application form.
Step 3: Send the completed application form, required supporting identification and initial investment amount to: Schroders Unit Registry PO Box 3721 Rhodes NSW 2138. Please note the minimum investment for the relevant fund.
These forms can be found on theย instruction formsย page.
Forย existing clientsย wanting to make an additional investment, withdrawal or switch funds, these forms can be downloaded from theย instruction formsย page.
For more information contactย Client Services on 1300 136 471. Schroders may record and monitor telephone calls for security, training and compliance purpose.
Design & Distribution Obligations (DDO)
Important note on Design & Distribution Obligations (DDO) - Investment products and diversification
A consumer (or class of consumer) may intend to hold a product as part of a diversified portfolio (typically with an intended product use ofย satellite/small allocationย orย core component). In such circumstances, the product should be assessed against the consumerโs attributes for the relevant portion of the portfolio, rather than the consumerโs portfolio as a whole. For example, a consumer may seek to construct a conservative portfolio with a satellite/small allocation to growth assets. In this case, it may be likely that a product with aย Highย orย Very Highย risk/return profile is consistent with the consumerโs objectives for that allocation notwithstanding that the risk/return profile of the consumer as a whole isย Lowย orย Medium. In making this assessment, distributors should consider all features of a product (including its key attributes).
DDO - Target Market Determination (TMD)
Copies of the current TMD for each fund are available in the table below. Copies of historical TMDs can be obtained by contactingย Schroders.ย
Australian Equities
Fund Name | Investment Class | PDS | TMD | Additional Information | Financial Services Guide | Application Form |
|---|---|---|---|---|---|---|
Schroder Australian Equity Fund | Professional >$500,000 investment | ORย Online | ||||
Schroder Wholesale Australian Equity Fund | Wholesale >$20,000 investment | ORย Online | ||||
Professional >$500,000 investment | ๐ย | ORย Online | ||||
Schroder Equity Opportunities Fund | Wholesale >$20,000 investment | ย ๐ ORย Online | ||||
Professional >$500,000 investment | ORย Online |
Multi-Asset
Fund Name | Investment Class | PDS | TMD | Additional Information | Financial Services Guide | Application Form |
|---|---|---|---|---|---|---|
Schroder Real Return Fund | Wholesale >$20,000 investment | ORย Online | ||||
Professional >$500,000 investment | ORย Online | |||||
Schroder Multi-Asset Income Fund | Wholesale >$20,000 investment | ๐ย ORย Online | ||||
Schroder Sustainable Growth Fund | Wholesale >$20,000 investment | ORย Online | ||||
Professional >$500,000 investment | ORย Online | |||||
Schroder Real Return Active ETF - ASX: GROW | Wholesale no minimum | Not applicable | Exchange code: GROW |
Fixed Income
Fund Name | Investment Class | PDS | TMD | Additional Information | Financial Services Guide | Application Form |
|---|---|---|---|---|---|---|
Schroder Fixed Income Fund | Wholesale >$20,000 investment | ORย Online | ||||
Professional >$500,000 investment | ORย Online | |||||
Schroder Absolute Return Income Fund | Wholesale >$20,000 investment | ORย Online | ||||
Professional >$500,000 investment | ORย Online | |||||
Schroder Absolute Return Income Active ETF - CBOE PAYS | Wholesale no minimum | Not applicable | Exchange code: PAYSย | |||
Schroder Australian High Yielding Credit Fund | Wholesale >$20,000 investment | ORย Online | ||||
Professional >$500,000 investment | ORย Online | |||||
Schroder Australian High Yielding Credit Fund โ Active ETF, CBOE: HIGH | Wholesale no minimum | Not applicable | Exchange code: HIGH |
Global Equities
Fund Name | Investment Class | PDS | TMD | Additional Information | Financial Services Guide | Application Form |
|---|---|---|---|---|---|---|
Schroder Global Core Fund | Wholesale >$20,000 investment | ORย Online | ||||
Schroder Global Core Fund - Active ETF, ASX: CORE | Wholesale no minimum | Not applicable | Exchange code: CORE | |||
Schroder Global Equity Alpha Fund | Wholesale >$20,000 investment | |||||
Professional >$500,000 investment | ||||||
Schroders Global Equity Alpha Fund - Active ETF, ASX: ALPH | Wholesale no minimum | Not applicable | Exchange code: ALPH | |||
Schroder Global Value Fund | Wholesale >$20,000 investment | ORย Online | ||||
Schroder Global Value Fund (Hedged) | Wholesale >$20,000 investment | |||||
Schroder Global Sustainable Equity Fundย | Wholesale >$20,000 investment | |||||
Schroder Global Emerging Markets Fund | Wholesale >$20,000 investment |