Australian Smaller Companies - Investment Update

Understanding the dynamics of smaller successful Australian companies can be hugely rewarding for investors. Capturing this performance potential in a portfolio with strong downside risk control is challenging but ultimately a highly successful investment strategy. Marcus Burns and Matthew Booker, Senior Portfolio Managers for Schroders’ Australian Smaller Companies Fund explain why valuations have become secondary to momentum, why they believe most concept stocks will be losing propositions, why they have a natural aversion to resource companies and why their efforts to minimise downside risk in the current environment are paramount. The webinar also includes an update on the performance and positioning of the Schroder Australian Smaller Companies Fund.

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This material has been issued by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) for information purposes only. It is intended solely for professional investors and financial advisers and is not suitable for distribution to retail clients. The views and opinions contained herein are those of the authors as at the date of publication and are subject to change due to market and other conditions. Such views and opinions may not necessarily represent those expressed or reflected in other Schroders communications, strategies or funds. The information contained is general information only and does not take into account your objectives, financial situation or needs. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this material. Except insofar as liability under any statute cannot be excluded, Schroders and its directors, employees, consultants or any company in the Schroders Group do not accept any liability (whether arising in contract, in tort or negligence or otherwise) for any error or omission in this material or for any resulting loss or damage (whether direct, indirect, consequential or otherwise) suffered by the recipient of this material or any other person. This material is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. You should note that past performance is not a reliable indicator of future performance. Schroders may record and monitor telephone calls for security, training and compliance purposes.