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        
Schroder Equity Opportunities Fund - Wholesale Class        
Schroder Wholesale Australian Equity Fund    

 

 

Schroder Equity Opportunities Fund - Professional Class         
Global Equities Monthly Fund Performance Report Latest Commentary Proxy Voting Report Fund Annual Report
Schroder Sustainable Global Core Fund        
Schroder Global Recovery Fund     -  
Schroder Global Value Fund        
Schroder Global Value Fund (Hedged)     -  
Schroder Global Sustainable Equity Fund        
Schroder Global Sustainable Equity Fund (Hedged)     -  
Schroder Emerging Markets Sustainable Fund        
Schroder Asia Pacific Fund   Read here    
Schroder Global Emerging Markets Fund      

 

Multi-Asset Monthly Fund Performance Report Latest Commentary Proxy Voting Report Fund Annual Report
Schroder Strategic Growth Fund - Professional Class        
Schroder Strategic Growth Fund - Wholesale Class        
Schroder Multi-Asset Income Fund - Wholesale Class    

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Schroder Real Return Fund - Professional Class        
Schroder Real Return Fund - Wholesale Class        
Fixed Income Monthly Fund Performance Report Latest Commentary Proxy Voting Report Fund Annual Report
Schroder Absolute Return Income Fund - Professional Class        
Schroder Absolute Return Income Fund - Wholesale Class        
Schroder Fixed Income Fund - Professional Class        
Schroder Fixed Income Fund - Wholesale Class        
Schroder Absolute Return Income (Managed Fund) Exchange code: PAYS - Read here

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