Schroder Australian Equity Fund
Target sustained long-term performance with the Schroder Australian Equity Fund. (Professional Class APIR SCH0002AU).
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 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 31 December, 2022, the Schroder Australian Equity Fund has returned an average of +8.77% (wholesale class) and +10.81% (professional class) per annum, net of fees, since the fund’s inception in 2002 (wholesale) and 2020 (professional). Past performance is not a reliable indicator of future performance and may not repeat.
About the Schroder Australian Equity Fund
The Schroder Australian 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.
More about the Fund
Schroders’ Head of Australian Equities, Martin Conlon explains how the team and their investment process offer exceptional coverage and a disciplined approach to build a portfolio that targets strong performance and downside protection through various stages of the market cycle.
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 $A9.76 billion* in FUM.
Led by Martin Conlon and Andrew Fleming, our 11 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 March 2024
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.
Learn more about Australian equity investment at Schroders.
If you need to find out more about the Schroder Australian Equity Fund
Related documents
Fund ratings and awards
Meet the fund managers
Investors in the Schroder 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.
Ways to invest in the Schroder Australian Equity Fund
Before investing in the Schroder Australian Equity Fund, please read the product disclosure statement (PDS), the accompanying additional information booklet, and the financial services guide (FSG). You can also learn about investing with us, or contact our team with questions.
Invest directly
Complete the application form. The minimum investment amount is $500,000 for professional 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 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 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 Australian Equity Fund, combined with other domestic and international equity funds to provide diversification in equity portfolios.
Disclaimers
The rating issued October 2021, APIR: SCH0002AU, 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. © 2022 Lonsec. All rights reserved.
Australian Equity Fund has received Gold Morningstar Analyst Rating™ as on 25 September 2023 ©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.