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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 Fund Interim report
Schroder Australian Equity Fund   Read here      
Schroder Equity Opportunities Fund   Read here     -
Schroder Wholesale Australian Equity Fund   Read here      
Global Equities Monthly Fund Performance report Latest Commentary Proxy Voting report Fund Annual report Fund Interim report
Schroder Sustainable Global Core Fund  

Read here

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Schroder Global Recovery Fund  

Read here

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Schroder Global Value Fund  

Read here

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Schroder Global Value Fund (Hedged)  

Read here

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Schroder Global Sustainable Equity Fund  

Read here

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Schroder Global Sustainable Equity Fund (Hedged)  

Read here

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Schroder Emerging Markets Sustainable Fund  

Read here

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Schroder Asia Pacific Fund  

Read here

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Schroder Global Emerging Markets Fund  

Read here

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Multi-Asset Monthly Fund Performance report Latest Commentary Proxy Voting report Fund Annual report Fund Interim 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

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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 Fund Interim 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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