• Country: Australia

    Select a region

    Select a location

    Select a site

    • Institutional Investors
    • Insurance
    • Financial Professionals
    • Individual Investors
    • NRC
    • Defined Contribution
    • SIMSA
    • Asset Management
    • Schroders Brasil
    • Asset Management
    • Schroders Chile SpA
    • Inversores profesionales
    • Institutions
    • Financial Advisers
    • Individuals
    • 施罗德上海
    • Retail Investors

      English 中文
    • Institutional Investors
    • Retirement Services

      English 中文
    • Wealth Management
    • Mutual fund investment

      English Bahasa Indonesia
    • Asset Management - Schroders Japan
    • 슈로더투자신탁운용
    • Private Investor
    • Institutional Investor
    • Wealth management
    • 施羅德台灣
    • Berater
    • Privatanleger
    • Belgium Professional
    • Private Investor

      Français Nederlands (België)
    • Професионален инвеститор
    • Wealth management
    • MPS
    • Profesionalni Investor
    • Soukromy Investor
    • Professional Investor
    • Consumer
    • Berater
    • Privatanleger
    • Institutionelle
    • Real Estate

      English Deutsch
    • Professional Investor
    • Szakmai befektető
    • Professional Investor
    • Investitori privati
    • Investitori istituzionali
    • Consulenti finanziari
    • Investitori professionali
    • Luxembourg Professional
    • Luxembourg Private Investor
    • Professional Investor
    • Professional Investor
    • Particulieren
    • Professionele
    • Professional Investor
    • Klient profesjonalny
    • Klient detaliczny
    • Professional Investor
    • Investidores Particulares
    • Profesionalny Investor
    • Sukromny Investor
    • Intermediary
    • Inversores particulares
    • Inversores profesionales
    • Privata Investerare
    • Professional Investor
    • Asset management

      English Deutsch Français
    • Wealth management

      English Deutsch
    • Intermediary
    • Institutional
    • Individual
    • Wealth Management
    • The Value Perspective
    • Global Cities
    • Charity Investment
    • Real Estate
  • Country: Australia
    Close filters

    Select a region

    • Americas
    • Asia Pacific
    • Europe, Middle East & Africa

    Select a location

    • [(lbl-please-select-a-region) default value]
    • US
    • Argentina
    • Bermuda
    • Brasil
    • Canada
    • Chile
    • Mexico
    • Australia
    • Mainland China (中国內地)
    • Hong Kong SAR (中國香港)
    • Indonesia
    • Japan (日本)
    • Korea (한국)
    • Singapore
    • Taiwan (台灣)
    • Austria (Österreich)
    • Belgium
    • Bulgaria (България)
    • Channel Islands
    • Czech Republic (Česká Republika)
    • France
    • Germany (Deutschland)
    • Greece
    • Hungary (Magyarország)
    • Israel
    • Italy
    • Luxembourg
    • Malta
    • Middle East
    • Netherlands (Nederland)
    • Nordics
    • Poland (Polska)
    • Portugal
    • Slovakia (Slovensko)
    • South Africa
    • Spain (España)
    • Sweden
    • Switzerland
    • UK

    Select a site

    • Institutional Investors
    • Insurance
    • Financial Professionals
    • Individual Investors
    • NRC
    • Defined Contribution
    • SIMSA
    • Asset Management
    • Schroders Brasil
    • Asset Management
    • Schroders Chile SpA
    • Inversores profesionales
    • Institutions
    • Financial Advisers
    • Individuals
    • 施罗德上海
    • Retail Investors

      English 中文
    • Institutional Investors
    • Retirement Services

      English 中文
    • Wealth Management
    • Mutual fund investment

      English Bahasa Indonesia
    • Asset Management - Schroders Japan
    • 슈로더투자신탁운용
    • Private Investor
    • Institutional Investor
    • Wealth management
    • 施羅德台灣
    • Berater
    • Privatanleger
    • Belgium Professional
    • Private Investor

      Français Nederlands (België)
    • Професионален инвеститор
    • Wealth management
    • MPS
    • Profesionalni Investor
    • Soukromy Investor
    • Professional Investor
    • Consumer
    • Berater
    • Privatanleger
    • Institutionelle
    • Real Estate

      English Deutsch
    • Professional Investor
    • Szakmai befektető
    • Professional Investor
    • Investitori privati
    • Investitori istituzionali
    • Consulenti finanziari
    • Investitori professionali
    • Luxembourg Professional
    • Luxembourg Private Investor
    • Professional Investor
    • Professional Investor
    • Particulieren
    • Professionele
    • Professional Investor
    • Klient profesjonalny
    • Klient detaliczny
    • Professional Investor
    • Investidores Particulares
    • Profesionalny Investor
    • Sukromny Investor
    • Intermediary
    • Inversores particulares
    • Inversores profesionales
    • Privata Investerare
    • Professional Investor
    • Asset management

      English Deutsch Français
    • Wealth management

      English Deutsch
    • Intermediary
    • Institutional
    • Individual
    • Wealth Management
    • The Value Perspective
    • Global Cities
    • Charity Investment
    • Real Estate
  • About Schroders

    Schroders in Australia

    • About Schroders

    Schroders Global

    • Global home
  • Global home
Private Equity
  • Sustainability expand/collapse
    • Making an impact through sustainability
    • Active Ownership
    • Corporate Responsibility
    • Sustainability at Schroders
    • Insights
  • Funds (current) expand/collapse
    • Fund Centre
    • Australian Equities
    • Multi-Asset
    • Fixed Income
    • Global Equities
    • China Equity
    • Private Equity
    • Prices & Distributions
    • Additional Fund Information
    • Real Estate

    Fund Centre

    Explore our funds

  • Insights expand/collapse
    • Ukraine Crisis
    • Sustainability
    • Investment Insights
    • Australian Equities
    • Fixed Income
    • Multi-Asset
    • Private Equity
    • For Your Clients
    • Videos
    • Webconferences
    • The Investor Download Podcast
    • Global Investor Study
    • Fund Manager profiles

    Commentary: When the bulls go to sleep, La Pulga (The Flea) will rise

    08/01/2023

    Year end commentary: So long, 2022

    08/01/2023

  • Resources expand/collapse
    • Document Centre
    • Investment instructions
    • Execution Information
    • Instruction Forms
    • Policies & notices
    • Understanding Fixed Income & Bonds
    • Multi-Asset Annual Returns
    • Partnering with you through Covid-19
    • Latest Fund Commentary
  • Investing with us expand/collapse
    • Platform availability
    • How to invest
    • Schroders Direct mFunds
    • mFunds FAQ

    Invest with us

    APPLY ONLINE

    Funds

    Fund Centre

  • Global capabilities expand/collapse
    • Capabilities
    • Sustainability
    • Emerging Markets
    • Private Assets
    • Income
    • Multi-Asset
  • Login
Private Equity
Search
Search
search lens

Related Search

/en/sysglobalassets/global-assets/english/other/homepage/brand-campaign/lens.svg

Schroder Specialist Private Equity Fund

Fund Overview
Insights
How to Invest

Private equity provides access to a broader universe of companies than those listed on public exchanges, including many early stage and growth-orientated companies. It offers investors the potential for enhanced overall returns and diversification to help meet longer-term investment goals.

About the Schroder Specialist Private Equity Fund

The Schroder Specialist Private Equity Fund helps investors with a suitable risk tolerance achieve potentially higher returns and greater portfolio diversification by accessing the often hard-to-reach global private equity markets. It focuses on small-mid cap specialist opportunities across the US and Europe, as well as Asian growth companies. This segment has historically outperformed* the wider private equity market and sets the fund apart from others available to Australian investors.

This product is only suitable for consumers who have received personal advice. Please refer to the TMD for more information on the suitability criteria for this product.

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 income or capital preservation or for a consumer with a low risk return profile with a short investment timeframe or for consumers requiring access to their money in less than a year.

 

Image

Strong track record

Schroders has a track record of over 20 years in delivering strong and consistent private equity returns.

Image

Diversification

Strengthen portfolios by diversifying away from traditional listed equities and fixed income.  

Image

Access

A semi-liquid fund that allows monthly investments and quarterly redemptions (with a cap of 5% net asset value), so that investors are able to access their funds.

Image

Competitively Priced

A fixed investment management fee of 1.48% p.a., and estimated indirect costs of 0.59% p.a., with no performance fees charged by Schroders1, unlike other private equity funds available on the market.

*Past performance is not a reliable indicator of future performance.
1Performance fees are not charged to the fund by Schroders, but managers of private equity funds invested in by the fund may receive performance-related fees. Additional fees and costs may apply. Please refer to the product disclosure statement for further details. 

For more information about the fund, download the PDS, speak to your Schroders representative or learn more about how to invest.

Learn more

About Private Equity

View time: 4m30s

Further information

Private Equity Essentials »

Fund Summary »

Product Disclosure Statement »

Target Market Determination »

Contact Us »

For more information about the fund, download the PDS, speak to your Schroders representative or learn more about how to invest.

Learn more

How does the Fund fit in portfolios?

Image

An alternative asset allocation

The Fund can be used as an alternative allocation to strengthen the risk-return profile of investment portfolios.

Image

A component of an equity allocation

The Fund can be combined with other domestic and international equity holdings to provide diversification and an alternative source of return.

For full details of the target market for this Fund please refer to the Target Market Determination.

Why Schroders

For over 200 years and more than seven generations Schroders has grown and developed our expertise in tandem with that of our clients’ needs. Today we manage AUD$1,319.6 billion* on behalf of our clients, who trust us to deliver sustainable returns. 

Schroders manages AUD$115 billion* in Private Assets, including AUD$21.5 billion* in private equity managed by Schroders Capital. The team has a solid track record of absolute and relative performance across investments strategies and vintages. It has global market coverage with local, on-the-ground presence of an experienced and stable investment team, who work to find opportunities, long-term trends and themes to complement traditional equity and bond portfolios. In addition, sustainability is an integrated part of our investment process and Schroders Capital is rated A+ by the UNPRI.

Schroders was established in Australia 1961 and has a broad offering for clients across Australian equities, fixed income, multi-asset and global equities. The Schroder Specialist Private Equity Fund is our first private equity fund in this market and is designed to help clients build more diversified and robust portfolios. 

*AuM includes non-fee earning dry powder, includes Greencoat AuM as of March 2022 (acquisition completed 11 April 2022).

Fund ratings

Related articles

{{tile.ReadTime}} Min {{tile.ArtemisCategory}}

{{tile.PrimaryTag}}

{{vm.DefaultPrimaryTag}}

{{tile.Title}}

{{tile.FormattedDate}}

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned SCH0038AU February 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
The rating issued 10/2021 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit www.lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

Contact Schroders

Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.




Worldwide locations

For any further questions, please contact us.

Contact us

Our sales team is available to discuss with you any investment options and opportunities you might be interested in.

Your contacts

This website is owned and operated by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473).  Your access to this website is subject to the Terms of Use found by clicking the ‘Important Information’ link below.  By using this website, you agree to be subject to these Terms of Use.

  • Important Information
  • Privacy Statement
  • Resolve an Issue
  • Modern Slavery Statement
  • Sitemap
  • Whistleblowing
  • Desktop view

© Copyright 2023 Schroder Investment Management Australia Limited

This website is for Australian professional financial advisers only. Individual investors should go to the individuals and SMSF investor site. You should not rely on the views and information on the site when making investment decisions.

Views and Opinions. Schroders has expressed its own views and opinions on this website, and these may change.

Schroders uses all reasonable skill and care to ensure information is accurate. However, errors or omissions may occur that are outside of our control, such as unauthorised access to this internet service, or the effects of machine, software or operator error or malfunction in connection with data transmission. Information is accurate only on the date shown on the page it appears and we advise that you contact us before you rely on any information to confirm its accuracy.

Schroders uses cookies to personalise and improve your site experience. You can accept all cookies by selecting 'I agree' and continuing to browse the site or you can "Manage cookies" to apply only the categories of your choosing. Find out more details on how we use your information in our “Cookie Policy”.