Inflection points in inflation, interest rates and the large-scale monetary distortion of recent decades suggest the future will be quite different from the past. As valuations look remarkably out of sync with their true value and potential, it’s important for investors to take a long-term approach that combines a disciplined and resilient investment process.
The Schroder Equity Opportunities Fund is a broad cap, index unconstrained strategy that focuses on companies based on their inherent strengths, rather than short-term pricing and market sentiment. The Fund invests in companies of all sizes, with a progressive approach to research through data science and our skilled analysts. Our rigorous process sometimes leads to contrarian portfolio choices, which is how the Fund is able to deliver both alpha returns and resilience to market downturns.
The Schroder Equity Opportunities Fund seeks to outperform the S&P/ASX 300 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 offers a high conviction equity strategy without the need to sacrifice portfolio diversification opportunities which the broader market presents. Because the strategy will depart materially from benchmark performance, in both directions, investors should have appropriate time horizons and a tolerance and patience for index deviation.
This product 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 product 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 equity opportunities fund, combined with other domestic and international equity funds to provide diversification in equity portfolios.
Ability to access the best opportunities
The absence of benchmark constraints enables the fund to invest in companies of all sizes, across Australia and New Zealand, avoiding the pitfalls of capitalisation weighted benchmarks.
Long-term growth and value
We identify quality companies offering clear competitive advantage, prospects for enduring growth and resilience to market downturns. We only select equities we believe to be robust performers with prospects for durable returns throughout the market cycle.
Exceptional research capability
Drawing on both proprietary tools and inputs from our sector-based analysts, our research capability provides detailed insights of companies, maintaining high levels of objectivity in valuations.
Strong investment team
Led by Martin Conlon and Andrew Fleming, our 12 investment professionals for the Fund are one of the largest dedicated Australian Equity teams, managing $7.4bn* in FUM.
*As at 31/01/2022
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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR: Wholesale Class: SCH0101AU, Professional Class: SCH6237AU, June 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
The rating issued October 2023, APIR: SCH0035AU, 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.
Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.