Benefits of investing in the Schroder Global Recovery Fund - Wholesale Class

The benefits of investing in the Fund include:

• Unconstrained investment universe - the Fund is completely benchmark unaware with a focus on stocks that will deliver absolute returns over the long term

• Contrarian investment approach - the Fund adopts a disciplined value driven approach

• Bottom up stock selection - the investment team has a strong focus on micro analysis, not macro, using skills in company analysis and valuation

• Strong proprietary stock research database which provides our investment professionals with access to both internal and external research

• Low turnover - a thoughtful, patient, investment style, targeting long-term value creation

• Experienced and dedicated investment team.

Investor suitability

For investors who seek higher returns over the medium to long term and are prepared to accept high volatility in returns including negative returns over the short term.

About the Fund

The Schroder Global Recovery Fund applies a disciplined value investment approach, seeking to invest in a select portfolio of securities that are significantly undervalued relative to their long-term earnings potential. The Fund invests in companies worldwide that exhibit classic recovery characteristics; companies that trade on low multiples of recoverable profits with good long-term prospects. Its major strength is the disciplined focus on buying out-of-favour companies at all stages in the investment cycle. While valuation-driven philosophies can fall in and out of favour, the Fund seeks to consistently apply a disciplined approach as over longer time periods this investment style has shown the potential to deliver higher returns. 

The Fund may invest across a wide range of global assets including but not limited to equities, cash and cash equivalents, property trusts, exchange traded funds, futures, currency derivatives, options and listed equity market derivatives. Exposure to these asset classes may be achieved directly or via an investment in the Schroder International Selection Fund Global Recovery.

Reasons to invest

1. The Schroder Global Recovery Fund applies a disciplined value investment approach, seeking to invest in a select portfolio of securities that are significantly undervalued relative to their long-term earnings potential.
2. The fund invests in companies worldwide that have classic recovery characteristics. Companies trade on low multiples of recovered profits, but where long-term prospects are believed to be good. Its major strength is the disciplined focus on buying out-of-favour companies at all stages in the investment cycle. While valuation-driven philosophies may fall in and out of favour, Over longer time periods this investment style has shown the potential to deliver higher returns.

How we invest your money

The Schroder Global Recovery Fund applies a disciplined value investment approach, seeking to invest in a select portfolio of securities that are significantly undervalued relative to their long-term earnings potential.

The Fund invests in companies worldwide that exhibit classic recovery characteristics; companies that trade on low multiples of recoverable profits with good long-term prospects.

Asset classes and investment ranges

The Fund may invest across a wide range of global assets including but not limited to equities, cash and cash equivalents, property trusts, exchange traded funds, futures, currency derivatives, options and listed equity market derivatives. The following investment ranges apply:

• Australian and international securities: 90-100%

• Cash and cash equivalents: 0-10%