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Investment instructions

To invest directly in any of Schroders' funds please read the relevant fund Product Disclosure Statement (PDS) and the accompanying Additional Information book before completing the Application Form. Next, send your completed application to us, along with the required supporting identification documentation and your initial investment amount. 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 purposes.

Steps to invest

PDS and Offer Documents