The Fund is a multi-asset portfolio investing in a selection of growth, diversifying, and defensive assets that demonstrate leading ESG practices.

Benefits of investing in the Schroder Sustainable Growth Fund - Wholesale Class

The benefits of investing in the Fund include:

• Broad investment universe: By investing across a
  broad range of asset classes the Fund can take
  advantage of opportunities wherever they arise

• Active asset allocation: The Fund’s asset allocation
  approach is active and relatively unconstrained – this
  means it should have sufficient flexibility to adapt to
  changing markets

• Protection from the market: Our approach is aimed
  at protecting investors from bearing the full brunt of
  falls in markets

• A focus on stable returns: Developed in Australia for
  Australian clients, the Fund aims to deliver a return of
  3% to 4% p.a. above the RBA’s target cash rate (before
  fees), over rolling 3- year periods, without taking
  undue risk, so that the journey to achieving this
  objective is a relatively stable one

• The benefit of regular distributions: The Fund has
  also been designed to provide investors with monthly
  income

•  Expertise: Investors will benefit from the experience
  and expertise of Schroders’ dedicated multi-asset investment team. We manage the Fund locally, drawing on the insights and experience of our dedicated local and global teams.

Investor suitability

This Fund is more likely to be appropriate for a consumer seeking capital growth and income for all or some components of their portfolio, with a high risk and return profile. This Fund is unlikely to be suitable for a consumer seeking capital preservation or with a short investment timeframe.

About the Fund

The Fund is a multi-asset portfolio investing in a selection of growth, diversifying, and defensive assets that demonstrate leading environmental, social and governance (ESG) practices while avoiding exposure to companies and issuers with material involvement in activities we consider to negatively impact the environment or society. The Fund also has a long term objective to target a real return above Australian inflation with an emphasis on the risk taken.
The Fund is managed under a sustainable investment policy, based on the Impact Management Project ‘ABC’ framework, in which investment decisions are guided by the principles of Avoiding Harm, Benefitting Society and Contributing to Solutions, whilst also incorporating the assessment of ESG risks and opportunities. This framework reflects a standardised approach applied by a number of local and global organisations (including Schroders) on how to measure, assess and report impacts on people and the environment (refer to Fund description in section 5 ‘How we invest your money’ of the PDS for further information).
The Fund utilises an evolving growth biased strategic asset allocation which acts as an anchor around which there is wide flexibility for shorter term adjustments to asset class positioning using Schroders’ forward looking, valuation conditioned, forecasts of risk and return. Within asset allocation, climate change adjustments are incorporated into the asset class return and risk forecasts. The Fund utilises derivatives and active currency management to help achieve its return and risk objectives.

How we invest your money

Assett Allocation: 

• Growth Assetts: 40%–80%
• Diversifying Assetts: 0% - 30%
• Defensive Assetts: 10% - 60%