Investment instructions

To invest directly in any of Schroders' funds please read the relevant fund Product Disclosure Statement (PDS) and the accompanying Additional Information book before completing the Application Form. Next, send your completed application to us, along with the required supporting identification documentation and your initial investment amount. Please note the minimum investment for the relevant fund. These forms can be found on the instruction forms page.

For existing clients wanting to make an additional investment, withdrawal or switch funds, these forms can be downloaded from the instruction forms page.

For more information contact Client Services on 1300 136 471.

Schroders may record and monitor telephone calls for security, training and compliance purpose.

Important note on Design & Distribution Obligations (DDO) - Investment products and diversification 

A consumer (or class of consumer) may intend to hold a product as part of a diversified portfolio (typically with an intended product use of satellite/small allocation or core component). In such circumstances, the product should be assessed against the consumer’s attributes for the relevant portion of the portfolio, rather than the consumer’s portfolio as a whole. For example, a consumer may seek to construct a conservative portfolio with a satellite/small allocation to growth assets. In this case, it may be likely that a product with a High or Very High risk/return profile is consistent with the consumer’s objectives for that allocation notwithstanding that the risk/return profile of the consumer as a whole is Low or Medium. In making this assessment, distributors should consider all features of a product (including its key attributes).

DDO - Target Market Determination (TMD)

Copies of the current TMD for each fund are available in the table below. Copies of historical TMDs can be obtained by contacting Schroders