Schroders fund reports

On this page, you'll find a full range of reports as well as commentary for all Schroders funds. Monthly/quarterly fund performance reports will be available approximately on business day 12 of the month.

Reports

Fund Performance Report - Monthly/Quarterly summary of a Fund’s performance.

Proxy Voting Report – Report showing the Australian Proxy Voting record for Schroders for the previous financial year, 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.

Australian Equities

Latest Fund Performance Report

Latest Commentary

Proxy Voting Report

Fund Interim Report

Fund Annual Report

Schroder Australian Equity Fund

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Schroder Equity Opportunities Fund - Wholesale Class

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Schroder Equity Opportunities Fund - Professional Class

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N/A

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Schroder Wholesale Australian Equity Fund - Wholesale Class

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Schroder Wholesale Australian Equity Fund - Professional Class

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N/A

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Global Equities

Latest Fund Performance Report

Latest Commentary

Proxy Voting Report

Fund Interim Report

Fund Annual Report

Schroder Sustainable Global Core Fund

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N/A

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Schroder Global Recovery Fund - Wholesale Class

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Schroder Global Recovery Fund - Professional Class

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Schroder Global Value Fund

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Schroder Global Value Fund (Hedged)

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Schroder Global Sustainable Equity Fund

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N/A

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Schroder Global Emerging Markets Fund

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Multi-Asset

Latest Fund Performance Report

Latest Commentary

Proxy Voting Report

Fund Interim Report

Fund Annual Report

Schroder Sustainable Growth Fund - Professional Class

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Schroder Sustainable Growth Fund - Wholesale Class

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Schroder Multi-Asset Income Fund - Wholesale Class

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Schroder Real Return Fund - Professional Class

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Schroder Real Return Fund - Wholesale Class

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Fixed Income

Latest Fund Performance Report

Latest Commentary

Proxy Voting Report

Fund Interim Report 

Fund Annual Report

Schroder Absolute Return Income Fund - Professional Class

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N/A

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Schroder Absolute Return Income Fund - Wholesale Class

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Schroder Fixed Income Fund - Professional Class

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Schroder Fixed Income Fund - Wholesale Class

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