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Australian Equities

Schroder Wholesale Australian Equity Fund

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.

This product is likely to be appropriate for a consumer seeking capital growth for a small component of their portfolio, with a high or very high risk and return profile. This product is unlikely to be suitable for a consumer seeking capital preservation or with a short investment timeframe.

Schroder Equity Opportunities Fund

An unconstrained actively managed portfolio investing in a broad range of companies predominantly from Australia with the objective of specifically seeking out higher quality companies characterised by strong returns on capital with a sustainable competitive advantage. The Fund invests across a broad universe of securities with no benchmark constraints.

This product is likely to be appropriate for a consumer seeking capital growth for a small component of their portfolio, with a high or very high risk and return profile. This product is unlikely to be suitable for a consumer seeking capital preservation or with a short investment timeframe.

Schroder Australian Equity Long Short Fund

An actively managed, fundamental equities portfolio that seeks to provide economically diversified exposure to a range of listed businesses, predominately in Australia and New Zealand. This diversification is achieved by holding a relatively large number of stocks, across a breadth of sectors, with both long and short positions. The fund may also invest up to 10% of its assets in stocks listed in other international exchanges.

This product is likely to be appropriate for a consumer seeking capital growth and income distribution for a small allocation of their portfolio, with a high or very high risk and return profile. This product is unlikely to be suitable for a consumer seeking capital preservation or capital guarantee and is unlikely to be suitable for a consumer seeking a standalone investment solution. This product is also unlikely to be suitable for a consumer with a low risk and return profile or with a short investment timeframe.