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Reports

  •  Fund Performance Report - Monthly/Quarterly summary of a Fund’s performance.
  •  Proxy Voting Report – Report showing the Australian Proxy Voting record for Schroders 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.

 Monthly Fund Performance Reports will be available approximately on business day 6 of the month.

Australian Equities Monthly Fund Performance Report Latest Commentary Proxy Voting Report Fund Annual Report
Schroder Australian Equity Fund - Professional Class   Read here    
Schroder Equity Opportunities Fund - Wholesale Class   Read here    
Schroder Wholesale Australian Equity Fund   Read here    
Schroder Equity Opportunities Fund - Professional Class   Read here     
Global Equities Monthly Fund Performance Report Latest Commentary Proxy Voting Report Fund Annual Report
Schroder Sustainable Global Core Fund   Read here    
Schroder Global Recovery Fund   Read here -  
Schroder Global Value Fund   Read here    
Schroder Global Value Fund (Hedged)   Read here -  
Schroder Global Sustainable Equity Fund   Read here    
Schroder Global Sustainable Equity Fund (Hedged)   Read here -  
Schroder Emerging Markets Sustainable Fund   Read here    
Schroder Asia Pacific Fund   Read here    
Schroder Global Emerging Markets Fund   Read here    
Multi-Asset Monthly Fund Performance Report Latest Commentary Proxy Voting Report Fund Annual Report
Schroder Strategic Growth Fund - Professional Class   Read here    
Schroder Strategic Growth Fund - Wholesale Class   Read here    
Schroder Multi-Asset Income Fund - Wholesale Class   Read here -  
Schroder Real Return Fund - Professional Class   Read here    
Schroder Real Return Fund - Wholesale Class   Read here    
Fixed Income Monthly Fund Performance Report Latest Commentary Proxy Voting Report Fund Annual Report
Schroder Absolute Return Income Fund - Professional Class   Read here    
Schroder Absolute Return Income Fund - Wholesale Class   Read here    
Schroder Fixed Income Fund - Professional Class   Read here    
Schroder Fixed Income Fund - Wholesale Class   Read here    
Schroder Absolute Return Income (Managed Fund) Exchange code: PAYS - Read here -  

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