Schroder Australian Equity Fund - Professional 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 after fees over the medium to long term.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||S&P/ASX 200 Accumulation Index|
|FUND SIZE||S&P/ASX 200 Accumulation Index|
|NO. OF HOLDINGS||50-100|
|FEES||0.62% p.a. of the Net Asset Value (NAV) of the Fund|
Benefits of investing in the Schroder Australian Equity Fund - Professional Class
The benefits of investing in the Fund include:
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 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 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.
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.
Asset classes and investment ranges
The following investment ranges apply: