Benefits of investing in the Schroder Wholesale Plus Australian Equity Fund

The benefits of investing in the Fund include the following:

• Focus on quality stocks with a sustainable competitive advantage as these companies are typically rewarded with superior returns.

• Active management with a focus on fundamentals, the investment process is a bottom up approach combining qualitative industry and company competitive attributes with quantitative financial forecasts and valuations.
• Experienced and dedicated investment team with over 50 years' experience investing in Australian equities.
• Access to the Manager's global network of investment professionals and fund managers is a distinct advantage with the increasing globalisation of industries and investment markets.

The Schroder Wholesale Plus Australian Equity Fund (the Fund) is likely to be appropriate for a consumer:
− seeking to achieve capital growth and some income through investing in an actively managed core Australian equity portfolio. Please refer to the PDS for further  details of the Fund’s investment objective;
− intending to access the Fund through an Investor Directed Portfolio Service (IDPS), IDPS-like scheme or a nominee or custody service, a managed account or any other service or platform approved by us (collectively referred to as an 'Investment Service') or through a superannuation fund. The Fund isn’t open to direct investors;
− intending to use the investment in the Fund as a core component, minor or satellite allocation within a portfolio;
− who has an investment timeframe of at least 6 years;
− who has a 'High' risk/return profile; and
− seeking the ability to make daily withdrawal requests and for withdrawal proceeds to be paid typically within 10 Business Days to the consumer's Investment Service or superannuation fund under normal market conditions

About the Fund

The Fund will invest into the Schroder Wholesale Australian Equity Fund APIR SCH0101AU (Underlying Fund), which 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.

How we invest your money

With an established pedigree of investing in Australian equities for over 50 years, the Underlying 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 Underlying Fund draws on the Manager's deep research capabilities, and with a long term focus on investing, it is suitable as a core portfolio holding over the medium to long term.

The Underlying 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 asset allocation of the Underlying Fund is:

• Australian and New Zealand securities: 0-95%

• Cash and cash equivalents: 0-5%