Schroder Wholesale 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 Fund 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, and is unlikely to be suitable for a consumer seeking capital preservation or with 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

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

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