How to invest

Schroders accepts direct investment from individuals, trusts, superannuation funds, companies, partnerships, associations, co-operatives and government bodies.

When selecting funds in which to invest directly please consider the minimum investment amount can vary from fund to fund. Funds classed as Wholesale have a minimum investment amount of $20,000 while Professional Class funds have a minimum investment amount of $500,000 (with the exception of the Schroder Specialist Private Equity Fund which has a minimum investment amount of $20,000). Others are outlined in their PDS or offer document.

To invest in any of the Schroders funds please read the relevant fund product disclosure statement (PDS) and the accompanying additional information book before completing the application form. Please then 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.

Existing clients who want to top up their investment, make a withdrawal or switch funds can find the relevant forms on 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 purposes.

Step 1

Read the PDS + Additional Information + Financial Services Guide

Step 2

Complete the paper Application Form and all required identification documents

Complete the online application form here

Step 3

Send the completed application form, required supporting identification and initial investment amount to
Schroders Unit Registry
PO Box 3721
Rhodes NSW 2138

Schroders currently offers ten funds on the mFund Settlement Service across a range of asset classes. The mFund Settlement Service allows you to buy, hold and sell units in Schroders unlisted managed funds through a process similar to buying and selling shares.

To invest in a Schroder Fund via the mFund Settlement Service it is necessary to firstly read the relevant fund Product Disclosure Statement (PDS) and the accompanying Additional Information book and other relevant fund information.

Next you need to contact a participating broker. You can use a full service or online broker. Click here to see the list of available brokers on the mFund website.

The broker will require instructions for a buy or sell order and payment for new units in the chosen Schroder mFund.

Following completion of the transaction an mFund confirmation and CHESS statement will be sent to you.

The role of a financial adviser is to gain an understanding of your financial situation and develop strategies to help you achieve your financial goals. They can determine the right asset allocation for your goals i.e. the proportion of your investments you hold in cash, shares, fixed income and property.

 A financial adviser can help you with the following issues:

• general investment advice
• superannuation / retirement planning
• insurance – income protection, life, total permanent disability
• estate planning
• education funds
• starting a new business or changing jobs