Schroders fund reports
On this page, you'll find a full range of reports as well as commentary for all Schroders funds. Monthly/quarterly fund performance reports will be available approximately on business day 12 of the month.
Reports
Fund Performance Report - Monthly/Quarterly summary of a Fund’s performance.
Proxy Voting Report – Report showing the Australian Proxy Voting record for Schroders for the previous financial year, in accordance with Schroders’ Corporate Governance and Proxy Voting Policy.
Fund Annual Report – Financial Statements for a Fund for the 30 June financial year.
Fund Interim Report – Six monthly interim financial report to 31 December for Funds which are disclosing entities (funds with more than 100 unitholders).
Latest fund commentary - An overview of performance plus an outlook from the Fund Manager.
Australian Equities
Latest Fund Performance Report | Latest Commentary | Proxy Voting Report | Fund Interim Report | Fund Annual Report | |
Schroder Australian Equity Fund | N/A | ||||
Schroder Equity Opportunities Fund - Wholesale Class | N/A | ||||
Schroder Equity Opportunities Fund - Professional Class | N/A | ||||
Schroder Wholesale Australian Equity Fund - Wholesale Class |
Global Equities
Latest Fund Performance Report | Latest Commentary | Proxy Voting Report | Fund Interim Report | Fund Annual Report | |
Schroder Sustainable Global Core Fund | N/A | ||||
Schroder Global Recovery Fund - Wholesale Class | N/A | N/A | |||
Schroder Global Recovery Fund - Professional Class | N/A | N/A | |||
Schroder Global Value Fund | N/A | ||||
Schroder Global Value Fund (Hedged) | N/A | N/A | |||
Schroder Global Sustainable Equity Fund | N/A | ||||
Schroder Global Emerging Markets Fund |
Multi-Asset
Latest Fund Performance Report | Latest Commentary | Proxy Voting Report | Fund Interim Report | Fund Annual Report | |
Schroder Sustainable Growth Fund - Professional Class | |||||
Schroder Sustainable Growth Fund - Wholesale Class | |||||
Schroder Multi-Asset Income Fund - Wholesale Class | N/A | N/A | |||
Schroder Real Return Fund - Professional Class | |||||
Schroder Real Return Fund - Wholesale Class | |||||
GROW |
Fixed Income
Latest Fund Performance Report | Latest Commentary | Proxy Voting Report | Fund Interim Report | Fund Annual Report | |
Schroder Absolute Return Income Fund - Professional Class | N/A | ||||
Schroder Absolute Return Income Fund - Wholesale Class | N/A | ||||
Schroder Fixed Income Fund - Professional Class | N/A | ||||
Schroder Fixed Income Fund - Wholesale Class | N/A | ||||
Schroder Absolute Return Income (Managed Fund) Exchange code: PAYS | N/A | N/A |