Investment instructions

Outlined below are instructions covering how to invest with Schroders. Use the navigation panel at left to skip to the relevant section.

Overview

For new clients wishing to invest directly in our funds:

Step 1: Read the relevant product disclosure statement (PDS) and target market determination (TMD) below, as well as the additional information booklet and financial services guide.

Step 2: Complete the application form and all required identification documents or complete the online application form.

Step 3: Send the completed application form, required supporting identification and initial investment amount to: Schroders Unit Registry PO Box 3721 Rhodes NSW 2138. Please note the minimum investment for the relevant fund.

These forms can be found on the instruction forms page.

For existing clients wanting to make an additional investment, withdrawal or switch funds, these forms can be downloaded from the instruction forms page.

For more information contact Client Services on 1300 136 471. Schroders may record and monitor telephone calls for security, training and compliance purpose.

Design & Distribution Obligations (DDO)

Important note on Design & Distribution Obligations (DDO) - Investment products and diversification

A consumer (or class of consumer) may intend to hold a product as part of a diversified portfolio (typically with an intended product use of satellite/small allocation or core component). In such circumstances, the product should be assessed against the consumer’s attributes for the relevant portion of the portfolio, rather than the consumer’s portfolio as a whole. For example, a consumer may seek to construct a conservative portfolio with a satellite/small allocation to growth assets. In this case, it may be likely that a product with a High or Very High risk/return profile is consistent with the consumer’s objectives for that allocation notwithstanding that the risk/return profile of the consumer as a whole is Low or Medium. In making this assessment, distributors should consider all features of a product (including its key attributes).

DDO - Target Market Determination (TMD)

Copies of the current TMD for each fund are available in the table below. Copies of historical TMDs can be obtained by contacting Schroders

Australian Equities

Fund Name

Investment Class

PDS

Additional Information

Financial Services

TMD

Application Form

Schroder Australian Equity Fund

Professional

>$500,000

investment

📄

📄

📄

📄


 📄

OR Online

Schroder Wholesale Australian Equity Fund

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄

OR Online

Schroder Wholesale Australian Equity Fund

Professional

>$500,000

investment

📄

📄

📄

📄 

📄

OR Online

Schroder Equity Opportunities Fund

Wholesale

>$20,000

investment

📄

📄

📄

📄

 📄

OR Online

Schroder Equity Opportunities Fund

Professional

>$500,000

investment

📄

📄

📄

📄

📄

OR Online

Global Equities

Fund Name

Investment Class

PDS

Additional Information

Financial Services Guide

TMD

Application Form

Schroder Sustainable Global Core Fund

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄

OR Online

Schroder Global Value Fund

Wholesale

>$20,000

investment

📄

📄

📄

📄


📄

OR Online

Schroder Global Value Fund (Hedged)

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄
OR Online

Schroder Global Sustainable Equity Fund 

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄
OR Online

Schroder Global Emerging Markets Fund

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄
OR Online

Schroder Global Recovery Fund – Professional Class

Professional 

>$500,000

investment

📄

📄

📄

📄

📄OR Online

Schroder Global Recovery Fund – Wholesale Class

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄OR Online

Fixed Income

Fund Name

Investment Class

PDS

Additional Information

Financial Services Guide

TMD

Application Form

Schroder Fixed Income Fund – Wholesale Class

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄

OR Online

Schroder Fixed Income Fund – Professional Class

Professional

>$500,000

investment

📄

📄

📄

📄

📄

OR Online

Schroder Absolute Return Income Fund – Wholesale Class

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄

OR Online

Schroder Absolute Return Income Fund – Professional Class

Professional

>$500,000

investment

📄

📄

📄

📄

📄

OR Online

Schroder Absolute Return Income (Managed Fund) Exchange code: PAYS

Wholesale

no minimum

📄

Not Applicable

📄

📄

Exchange code: PAYS 

Multi-Asset

Fund Name

Investment Class

PDS

Additional Information

Financial Services Guide

TMD

Application Form

Schroder Real Return Fund – Wholesale Class

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄 

OR Online

Schroder Real Return Fund – Professional Class

Professional

>$500,000

investment

📄

📄

📄

📄

📄

OR Online

Schroder Multi-Asset Income Fund – Wholesale Class

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄 

OR Online

Schroder Sustainable Growth Fund – Wholesale Class 

Wholesale

>$20,000

investment

📄

📄

📄

📄

📄 

OR Online

Schroder Sustainable Growth Fund – Professional Class 

Professional

>$500,000

investment

📄

📄

📄

📄

📄

OR Online

Schroder Real Return Fund (Managed Fund) ASX:GROW

Wholesale

no minimum

📄

Not Applicable

📄

📄

See your broker ASX Code : GROW

Our sales team is available to discuss with you any investment opportunities.
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