• Country: Australia

    Select a region

    Select a location

    Select a site

    • Institutional
    • Intermediary
    • Individual
    • NRC
    • SIMSA
    • Asset Management
    • Schroders Brasil
    • Asset Management
    • Schroders Chile SpA
    • Inversores profesionales
    • Institutions
    • Financial Advisers
    • Individuals
    • 施罗德上海
    • Retail Investors

      English 中文
    • Institutional Investors
    • Retirement Services

      English 中文
    • Wealth Management
    • Mutual fund investment

      English Bahasa Indonesia
    • Asset Management - Schroders Japan
    • 슈로더투자신탁운용
    • Private Investor
    • Institutional Investor
    • Wealth management
    • 施羅德台灣
    • Berater
    • Privatanleger
    • Belgium Professional
    • Private Investor

      Français Nederlands (België)
    • Професионален инвеститор
    • Wealth management
    • MPS
    • Profesionalni Investor
    • Soukromy Investor
    • Professional Investor
    • Consumer
    • Berater
    • Privatanleger
    • Institutionelle
    • Real Estate

      English Deutsch
    • Professional Investor
    • Szakmai befektető
    • Professional Investor
    • Investitori privati
    • Investitori istituzionali
    • Consulenti finanziari
    • Investitori professionali
    • Luxembourg Professional
    • Luxembourg Private Investor
    • Professional Investor
    • Professional Investor
    • Particulieren
    • Professionele
    • Professional Investor
    • Klient profesjonalny
    • Klient detaliczny
    • Professional Investor
    • Investidores Particulares
    • Profesionalny Investor
    • Sukromny Investor
    • Intermediary
    • Inversores particulares
    • Inversores profesionales
    • Privata Investerare
    • Professional Investor
    • Asset management

      English Deutsch Français
    • Wealth management

      English Deutsch
    • Intermediary
    • Institutional
    • Individual
    • Wealth Management
    • The Value Perspective
    • Global Cities
    • Charity Investment
    • Real Estate
  • Country: Australia
    Close filters

    Select a region

    • Americas
    • Asia Pacific
    • Europe, Middle East & Africa

    Select a location

    • [(lbl-please-select-a-region) default value]
    • US
    • Argentina
    • Bermuda
    • Brasil
    • Canada
    • Chile
    • Mexico
    • Australia
    • Mainland China (中国內地)
    • Hong Kong SAR (中國香港)
    • Indonesia
    • Japan (日本)
    • Korea (한국)
    • Singapore
    • Taiwan (台灣)
    • Austria (Österreich)
    • Belgium
    • Bulgaria (България)
    • Channel Islands
    • Czech Republic (Česká Republika)
    • France
    • Germany (Deutschland)
    • Greece
    • Hungary (Magyarország)
    • Israel
    • Italy
    • Luxembourg
    • Malta
    • Middle East
    • Netherlands (Nederland)
    • Nordics
    • Poland (Polska)
    • Portugal
    • Slovakia (Slovensko)
    • South Africa
    • Spain (España)
    • Sweden
    • Switzerland
    • UK

    Select a site

    • Institutional
    • Intermediary
    • Individual
    • NRC
    • SIMSA
    • Asset Management
    • Schroders Brasil
    • Asset Management
    • Schroders Chile SpA
    • Inversores profesionales
    • Institutions
    • Financial Advisers
    • Individuals
    • 施罗德上海
    • Retail Investors

      English 中文
    • Institutional Investors
    • Retirement Services

      English 中文
    • Wealth Management
    • Mutual fund investment

      English Bahasa Indonesia
    • Asset Management - Schroders Japan
    • 슈로더투자신탁운용
    • Private Investor
    • Institutional Investor
    • Wealth management
    • 施羅德台灣
    • Berater
    • Privatanleger
    • Belgium Professional
    • Private Investor

      Français Nederlands (België)
    • Професионален инвеститор
    • Wealth management
    • MPS
    • Profesionalni Investor
    • Soukromy Investor
    • Professional Investor
    • Consumer
    • Berater
    • Privatanleger
    • Institutionelle
    • Real Estate

      English Deutsch
    • Professional Investor
    • Szakmai befektető
    • Professional Investor
    • Investitori privati
    • Investitori istituzionali
    • Consulenti finanziari
    • Investitori professionali
    • Luxembourg Professional
    • Luxembourg Private Investor
    • Professional Investor
    • Professional Investor
    • Particulieren
    • Professionele
    • Professional Investor
    • Klient profesjonalny
    • Klient detaliczny
    • Professional Investor
    • Investidores Particulares
    • Profesionalny Investor
    • Sukromny Investor
    • Intermediary
    • Inversores particulares
    • Inversores profesionales
    • Privata Investerare
    • Professional Investor
    • Asset management

      English Deutsch Français
    • Wealth management

      English Deutsch
    • Intermediary
    • Institutional
    • Individual
    • Wealth Management
    • The Value Perspective
    • Global Cities
    • Charity Investment
    • Real Estate
  • About Schroders

    Schroders in Australia

    • About Schroders
    • Fund Manager Profiles

    Schroders Global

    • Global home
  • Global home
Schroder Australian Equity Fund
  • Sustainability expand/collapse
    • Making an impact through sustainability
    • Active Ownership
    • Corporate Responsibility
    • Sustainability at Schroders
    • Insights
  • Strategies (current) expand/collapse
    • Fund Centre
    • Australian Equities
    • China Equity
    • Fixed Income
    • Global Equities
    • Multi-Asset
    • Additional Fund Information
    • Prices & Distributions
    • Real Estate

    Fund Centre

    Explore our funds

  • Insights expand/collapse
    • Ukraine Crisis
    • Sustainability
    • Investment Insights
    • Australian Equities
    • Fixed Income
    • Multi-Asset
    • Private Equity
    • White Papers
    • Videos
    • Webconferences
    • Global Investor Study
    • The Investor Download Podcast
    • Coronavirus
    • Institutional Investor Study 2022

    0 Min Snapshot

    A snapshot of the global economy in January 2023

    02/02/2023

    Year end commentary: So long, 2022

    08/01/2023

  • Resources expand/collapse
    • Document Centre
    • Investment instructions
    • Instruction Forms
    • Policies & notices
    • Glossary
    • Execution Information
    • Buy/Sell Spreads
    • Partnering with you through Covid-19
  • Global capabilities expand/collapse
    • Capabilities
    • Sustainability
    • Liquid Alternatives
    • Credit
    • Emerging Markets
    • Private Assets
    • Solutions
    • Income
    • Multi-Asset Solutions
    • Alpha Equity
  • Login
Schroder Australian Equity Fund
Search
Search
search lens

Related Search

/en/sysglobalassets/global-assets/english/other/homepage/brand-campaign/new/lens.svg

Schroder Australian Equity Fund

Fund Overview
Investment Philosophy
How To Invest

Delivering sustainable returns to achieve long-term success

The Schroder Australian Equity Fund is an actively managed fund that invests in Australian and New Zealand equities. Our focus is on delivering long-term growth and value for your clients. As genuine long-term investors, we favour the potential for sustained long-term performance over short-term market-fuelled growth trends. Sticking to our process sometimes leads us to make contrarian portfolio choices, which is our proven method for delivering both alpha returns and resilience to market downturns.

The Schroder Australia Equity Fund seeks to outperform the S&P/ASX 200 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 is an actively managed core Australian equity portfolio offering diversified exposure to businesses with solid and sustainable cashflows. The Fund draws on Schroders’ deep research capabilities, with a focus on company valuation, longer term prospects and competitive advantage. 

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.

Delivering long-term growth and value

We’ve built an investment strategy and research capability to support an absolute focus on selecting companies with the greatest potential for long-term growth. Drawing on fundamental research, 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.

A trusted choice for your Australian equities allocation

With a track record of more than 50 years in Australian equity investing, we are trusted with $7.4 billion* in FUM in Australian and New Zealand listed companies. Our long-term approach is demonstrated by low turnover in the portfolio, with a holding period of eight to 10 years for most companies, which speaks to the strength of each investment case.

*As at 31 January 2022.

Exceptional research capability


Drawing on both proprietary tools and inputs from our sector-based analysts, our research capability provides detailed insights from all companies in the ASX300, regardless of size. This provides investors with exposure to long-term growth from a portfolio representing our best ideas from the entire Australian equities universe. Our research goes deep as well as broad. Our large team of portfolio managers and analysts continually reviews industry dynamics and operating models to support each investment case and our portfolio construction process.

Learn more about the Schroder Australian Equity Fund

For more information about the fund, please visit the Fund Centre or contact us. 

Find out how to invest

Fund documents

Monthly Fund Report (Professional Class) »

Latest Commentary (Professional Class) »

Product Disclosure Statement (Professional Class) »

Target Market Determination (Professional Class) »

Ratings

Image

Disclaimer

The rating issued October 2021, APIR: SCH0002AU, 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.

The Zenith Investment Partners (ABN 27 103 132 672, AFS  Licence  226872)  (“Zenith”)  rating  (assigned , Wholesale Class SCH0101AU, September 2021) 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.

Australian Equity Fund has received Gold Morningstar Analyst Rating™ as on 14 September 2021
© 2022 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and www.morningstar.au/s/fapds.pdf . You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

Insights

{{tile.ReadTime}} Min {{tile.ArtemisCategory}}

{{tile.PrimaryTag}}

{{vm.DefaultPrimaryTag}}

{{tile.Title}}

{{tile.FormattedDate}}

Contact Schroders

Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.




Worldwide locations

For any further questions, please contact us.

Contact us

Our sales team is available to discuss with you any investment options and opportunities you might be interested in.

Your contacts

This website is owned and operated by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473).  Your access to this website is subject to the Terms of Use found by clicking the ‘Important Information’ link below.  By using this website, you agree to be subject to these Terms of Use. 

  • Important Information
  • Privacy Statement
  • Resolve an Issue
  • Modern Slavery Statement
  • Sitemap
  • Whistleblowing
  • Desktop view

© Copyright 2023 Schroder Investment Management Australia Limited

This website is for Australian institutional investors only. Individual investors should go to the individuals and SMSF investor site. You should not rely on the views and information on the site when making investment decisions.

Views and Opinions. Schroders has expressed its own views and opinions on this website, and these may change.

Schroders uses all reasonable skill and care to ensure information is accurate. However, errors or omissions may occur that are outside of our control, such as unauthorised access to this internet service, or the effects of machine, software or operator error or malfunction in connection with data transmission. Information is accurate only on the date shown on the page it appears and we advise that you contact us before you rely on any information to confirm its accuracy.

Schroders uses cookies to personalise and improve your site experience. You can accept all cookies by selecting 'I agree' and continuing to browse the site or you can "Manage cookies" to apply only the categories of your choosing. Find out more details on how we use your information in our “Cookie Policy”

Schroders may record and monitor telephone calls for security, training and compliance purposes.