Schroder Wholesale Australian Equity Fund - Wholesale Class
About this Fund
|FUND MANAGER||Schroders Investment Management Australia|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund invests in a broad range of companies from Australia and New Zealand.|
|INVESTMENT PROFILE||The Fund aims to outperform the Benchmark by 2-3% after fees over the medium to long term.|
|BENCHMARK||S&P/ASX 200 Accumulation Index|
|FUND SIZE||S&P/ASX 200 Accumulation Index|
|NO. OF HOLDINGS||40-70|
Benefits of investing in the Schroder Wholesale Australian Equity Fund
The benefits of investing in the Fund include:
Investor Suitability and Risk
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
With an established pedigree of investing in Australian equities for over 50 years, the Schroder Wholesale Australian Equity Fund is an actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable competitive advantage. The Fund draws on Schroders' deep research capabilities, with a long term focus on investing, it is suitable as a core portfolio holding over the medium to long term.
Schroders is a bottom-up, fundamental, active manager of Australian equities, with an emphasis on stocks that are able to grow shareholder value in the long term. We would describe our style as Quality Growth. Unlike most competitors, our definition of growth (Quality Growth') focuses on the long-term quality of the business and the average returns achieved through a full business cycle, not the near term earnings momentum. This long term focus normally results in a relatively low momentum bias in either direction as the process is largely ambivalent to short term earnings direction.
How we invest your money
The Fund may invest in Australian and New Zealand securities including but not limited to equities, cash and cash equivalents, exchange traded funds, futures, options and listed equity market derivatives.
The following investment ranges apply: