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Schroders

Schroders is a world-class independent asset manager, operating in Australia for over 50 years investing in Australian and global equities, fixed income and multi-asset.

Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and global equities.

Schroders believes in the potential to gain a competitive advantage from in-house global research; that rigorous research will translate into superior investment performance. We believe that internal analysis of investment securities and markets is paramount when identifying attractive investment opportunities. Proprietary research provides a key foundation of our investment process and our world-wide network of analysts is one of the most comprehensive research resources dedicated to funds management.

Areas of expertise:
• Australia equities
• Fixed income
• Multi-asset
• Global equities

Why Schroders?

With a global network of researchers, we focus on serving our clients and targeting one result - superior investment performance.

Inherent in our approach to investment management is:
• A structured, disciplined and repeatable investment process
• A clearly defined investment style
• A team approach to investment management

A global asset manager

• We have responsibility for A$803.1 billion of assets* on behalf of institutional and retail investors, from around the world. Their assets are invested across equities, fixed income and alternatives.

• We employ over 4700 people worldwide who operate from 41 offices in 30 different countries across Europe, the Americas, Asia and the Middle East.

• We are close to the markets in which we invest and our clients.

• Schroders has developed under stable ownership for over 200 years. Long-term thinking governs our approach to investing, building client relationships and growing our business.

*Source: All data as at 30 June 2018
Profile Video
Funds Under Management $803b
Staff / Employees 4,700
our team
Simon Doyle
Simon Doyle View Profile
CIO and Head of Multi-Asset, Australia
Sebastian Mullins
Sebastian Mullins View Profile
Deputy Head of Multi-Asset, Australia
Angus Sippe
Angus Sippe View Profile
Fund Manager, Multi-Asset, Australia
David Zhou
David Zhou View Profile
Fund Manager & Investment Analyst
Roland Winn
Roland Winn View Profile
Investment Advisor, Multi-Asset
Mihkel Kase
Mihkel Kase View Profile
Portfolio Manager, Fixed Income & Multi-Asset
Investment Models
  • Defensive Income
    Defensive Income

    This Model Portfolio suits investors who: are averse to large fluctuations in the value of their investments over shorter time periods. This portfolio is the most risk-averse of our four Model Portfolio categories, and aims to protect you against a fall in the real value of your portfolio over time (that is, after inflation) by investing largely in Defensive assets. This means the portfolio will seek to generate a moderate income. You are comfortable with a targeted rate of return of 1-2% above inflation. As a rough guide, this Model Portfolio will typically consist of 70% Defensive assets and 30% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

  • Sustainable Income
    Sustainable Income

    This Model Portfolio suits investors who: seek a consistent and sustainable income from your portfolio. You also have a reasonably long-term time horizon and are not overly sensitive to changes in the value of your portfolio over shorter time periods. This portfolio takes more risk than the Defensive Income portfolio, seeking to deliver higher income and higher growth. You are comfortable with a targeted rate of return of 2-3% above inflation, and value consistent income over long-term growth of assets. As a rough guide this Model Portfolio will typically consist of 50% Defensive assets and 50% in Growth assets, including higher-yielding Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

  • Robust Growth
    Robust Growth

    This Model Portfolio suits investors who: are focused on growth within your portfolio, with a commensurate lower focus on stability of the short-term value of the portfolio. This portfolio has a higher orientation to Growth assets than our Sustainable Income model but less than our Maximum Growth model. You are comfortable with a targeted rate of return of 3-4% above inflation, because you value Growth over Income in your portfolio. As a rough guide, this Model Portfolio will typically consist of 30% Defensive assets and 70% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

  • Maximum Growth
    Maximum Growth

    This Model Portfolio suits investors who: are focused on long-term growth and are comfortable with the commensurate risk and volatility that comes with this style of investing. This portfolio has the highest orientation to Growth assets of our four Model Portfolio categories. You are seeking a targeted rate of return of 4-6% above inflation, because you value growth and are a long-term investor. As a rough guide, this Model Portfolio will typically consist of 10% Defensive assets and 90% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

Investment Objective
Aims to achieve annualised returns of CPI+1-2% over rolling 3-year periods before fees with a low level of variability in returns.
Typical Investor
Cautious investors who are not comfortable with significant fluctuations in the value of their investments.
Investment Strategy and Approach
This is an actively managed, diversified portfolio of securities across: defensive asset classes, such as cash and fixed interest securities; diversifying assets such as higher yielding credit and alternatives; and growth asset classes such as Australian equities, global equities and property securities. By assessing how expensive asset classes are, Schroders forecasts future returns and the risk of loss to determine the most suitable asset allocation consistent with the investment objective. The resulting portfolio is diversified across a broad array of assets and securities, with strong emphasis on delivering the objectives with an acceptable level of risk.
Minimum Investment Amount
$20,000

Model Composition

Allocation as at January 2022

    Allocation & Fees
    Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
    Schroders Defensive Income
    This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
    Cash 12.80% $1,280,000
    Code Security name Weighting % Amount
    CASH Cash 12.80% $12,800
    Cash 12.80% $1,280,000
    Australian Shares 16.57% $16,569
    Code Security name Weighting % Amount
    SCH0100AU Schroder Australian Equity Pool 16.57% $16,569
    Australian Shares 16.57% $16,569
    International Shares 16.12% $16,122
    Code Security name Weighting % Amount
    IHWL iShares Core MSCI World All Cap AUD Hedged ETF 5.11% $5,110
    IJP iShares MSCI Japan ETF 1.47% $1,472
    SCH0048AU Schroder Global Core Fund - IC 6.06% $6,056
    SCH0078AU Schroder Emerging Markets Sustainable Fund 3.48% $3,485
    International Shares 16.12% $16,122
    Australian Fixed Interest 27.65% $2,765,000
    Code Security name Weighting % Amount
    SCH0044AU Schroder Australian Investment Grade Credit Fund 11.84% $11,835
    SCH0046AU Schroder Fixed Income Fund 4.94% $4,937
    SCH0050AU Schroder Higher Yielding Credit Pool 10.87% $10,867
    Australian Fixed Interest 27.65% $2,765,000
    International Fixed Interest 11.98% $11,984
    Code Security name Weighting % Amount
    IHEB iShares J.P.Morgan USD Emerging Markets Bond (AUD Hedged) ETF 7.03% $7,034
    SCH0077AU Schroder Global Corporate Bond Fund 2.94% $2,940
    SCH0090AU Schroder Global High Yield Bond Fund 2.01% $2,010
    International Fixed Interest 11.98% $11,984
    Alternatives 14.88% $14,878
    Code Security name Weighting % Amount
    SCH0084AU Schroder Real Return CPI Plus 5% Fund 7.47% $7,471
    SCH3568AU Schroder Absolute Return Income Fund 7.41% $7,407
    Alternatives 14.88% $14,878
    100.00%
    Total
    $99,992
    Display fees as
    Your monthly fee
    Fees & Costs
    $ - per month

    All fees and costs are inclusive of GST.

    Click here for your fees explained
    Fees & Costs
    $ - per month
    This includes:

    Management Fee, part of which is paid to Schroders for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.

    Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

    Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

    • You pay zero brokerage for trades on the ASX
    • You retain all interest earned on cash
    • No hidden fees or charges

    The fees and costs shown above relates to the ongoing cost of managing your portfolio.
    One-off cost:

    Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

    All fees and costs are inclusive of GST.
    Please refer to the current PDS for a detailed description of fees.

    Ready to Invest?

    Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

    Invest
    Investment Objective
    Aims to achieve annualised returns of CPI+2-3% over rolling 5-year periods before fees with a moderate level of variability in returns.
    Typical Investor
    Investors seeking modest returns and can accept some fluctuations in the value of their investments over the short term.
    Investment Strategy and Approach
    This is an actively managed diversified portfolio of securities across: defensive asset classes, such as cash and fixed interest securities; diversifying assets such as higher yielding credit and alternatives; and growth asset classes such as Australian equities, global equities and property securities. By assessing how expensive asset classes are, Schroders forecasts future returns and the risk of loss to determine the most suitable asset allocation consistent with the investment objective. The resulting portfolio is diversified across a broad array of assets and securities, with strong emphasis on delivering the objectives with an acceptable level of risk.
    Minimum Investment Amount
    $20,000

    Model Composition

    Allocation as at January 2022

      Allocation & Fees
      Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
      Schroders Sustainable Income
      This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
      Cash 10.79% $1,079,000
      Code Security name Weighting % Amount
      CASH Cash 10.79% $10,790
      Cash 10.79% $1,079,000
      Australian Shares 24.72% $2,472,000
      Code Security name Weighting % Amount
      SCH0100AU Schroder Australian Equity Pool 24.72% $24,723
      Australian Shares 24.72% $2,472,000
      International Shares 22.06% $22,071
      Code Security name Weighting % Amount
      IHWL iShares Core MSCI World All Cap AUD Hedged ETF 7.62% $7,623
      IJP iShares MSCI Japan ETF 1.46% $1,464
      SCH0048AU Schroder Global Core Fund - IC 8.03% $8,032
      SCH0078AU Schroder Emerging Markets Sustainable Fund 4.95% $4,952
      International Shares 22.06% $22,071
      Australian Fixed Interest 19.65% $19,642
      Code Security name Weighting % Amount
      SCH0044AU Schroder Australian Investment Grade Credit Fund 6.87% $6,868
      SCH0046AU Schroder Fixed Income Fund 2.95% $2,947
      SCH0050AU Schroder Higher Yielding Credit Pool 9.83% $9,827
      Australian Fixed Interest 19.65% $19,642
      International Fixed Interest 12.87% $12,874
      Code Security name Weighting % Amount
      IHEB iShares J.P.Morgan USD Emerging Markets Bond (AUD Hedged) ETF 6.00% $6,001
      SCH0077AU Schroder Global Corporate Bond Fund 4.87% $4,874
      SCH0090AU Schroder Global High Yield Bond Fund 2.00% $2,000
      International Fixed Interest 12.87% $12,874
      Alternatives 9.91% $9,909
      Code Security name Weighting % Amount
      SCH0084AU Schroder Real Return CPI Plus 5% Fund 9.91% $9,909
      Alternatives 9.91% $9,909
      100.00%
      Total
      $100,009
      Display fees as
      Your monthly fee
      Fees & Costs
      $ - per month

      All fees and costs are inclusive of GST.

      Click here for your fees explained
      Fees & Costs
      $ - per month
      This includes:

      Management Fee, part of which is paid to Schroders for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.

      Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

      Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

      • You pay zero brokerage for trades on the ASX
      • You retain all interest earned on cash
      • No hidden fees or charges

      The fees and costs shown above relates to the ongoing cost of managing your portfolio.
      One-off cost:

      Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

      All fees and costs are inclusive of GST.
      Please refer to the current PDS for a detailed description of fees.

      Ready to Invest?

      Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

      Invest
      Investment Objective
      Aims to achieve annualised returns of CPI+3-4% over rolling 7-year periods before fees.
      Typical Investor
      Investors who seek growth over the long term and are not sensitive to changes in the value of the portfolio.
      Investment Strategy and Approach
      This is an actively managed diversified portfolio of securities across: defensive asset classes, such as cash and fixed interest securities; diversifying assets such as higher yielding credit and alternatives; and growth asset classes such as Australian equities, global equities and property securities. By assessing how expensive asset classes are, Schroders forecasts future returns and the risk of loss to determine the most suitable asset allocation consistent with the investment objective. The resulting portfolio is diversified across a broad array of assets and securities, with strong emphasis on delivering the objectives with an acceptable level of risk.
      Minimum Investment Amount
      $20,000

      Model Composition

      Allocation as at January 2022

        Allocation & Fees
        Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
        Schroders Robust Growth
        This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
        Cash 3.89% $389,000
        Code Security name Weighting % Amount
        CASH Cash 3.89% $3,890
        Cash 3.89% $389,000
        Australian Shares 34.28% $3,428,000
        Code Security name Weighting % Amount
        SCH0100AU Schroder Australian Equity Pool 34.28% $34,276
        Australian Shares 34.28% $3,428,000
        International Shares 30.47% $30,469
        Code Security name Weighting % Amount
        IHWL iShares Core MSCI World All Cap AUD Hedged ETF 13.13% $13,126
        IJP iShares MSCI Japan ETF 1.45% $1,454
        SCH0048AU Schroder Global Core Fund - IC 10.97% $10,970
        SCH0078AU Schroder Emerging Markets Sustainable Fund 4.92% $4,919
        International Shares 30.47% $30,469
        Australian Fixed Interest 12.68% $12,683
        Code Security name Weighting % Amount
        SCH0044AU Schroder Australian Investment Grade Credit Fund 2.92% $2,923
        SCH0046AU Schroder Fixed Income Fund 3.90% $3,903
        SCH0050AU Schroder Higher Yielding Credit Pool 5.86% $5,857
        Australian Fixed Interest 12.68% $12,683
        International Fixed Interest 8.84% $8,835
        Code Security name Weighting % Amount
        IHEB iShares J.P.Morgan USD Emerging Markets Bond (AUD Hedged) ETF 2.98% $2,976
        SCH0077AU Schroder Global Corporate Bond Fund 3.87% $3,873
        SCH0090AU Schroder Global High Yield Bond Fund 1.99% $1,986
        International Fixed Interest 8.84% $8,835
        Alternatives 9.84% $9,842
        Code Security name Weighting % Amount
        SCH0084AU Schroder Real Return CPI Plus 5% Fund 9.84% $9,842
        Alternatives 9.84% $9,842
        100.00%
        Total
        $99,995
        Display fees as
        Your monthly fee
        Fees & Costs
        $ - per month

        All fees and costs are inclusive of GST.

        Click here for your fees explained
        Fees & Costs
        $ - per month
        This includes:

        Management Fee, part of which is paid to Schroders for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.

        Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

        Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

        • You pay zero brokerage for trades on the ASX
        • You retain all interest earned on cash
        • No hidden fees or charges

        The fees and costs shown above relates to the ongoing cost of managing your portfolio.
        One-off cost:

        Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

        All fees and costs are inclusive of GST.
        Please refer to the current PDS for a detailed description of fees.

        Ready to Invest?

        Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

        Invest
        Investment Objective
        Aims to achieve annualised returns of CPI+4-6% over rolling 7-year periods before fees.
        Typical Investor
        Investors who are comfortable with high risk and volatility in their portfolios and have a long-term investment horizon.
        Investment Strategy and Approach
        This is an actively managed diversified portfolio of securities across: defensive asset classes, such as cash and fixed interest securities; diversifying assets such as higher yielding credit and alternatives; and growth asset classes such as Australian equities, global equities and property securities. By assessing how expensive asset classes are, Schroders forecasts future returns and the risk of loss to determine the most suitable asset allocation consistent with the investment objective. The resulting portfolio is diversified across a broad array of assets and securities, with strong emphasis on delivering the objectives with an acceptable level of risk.
        Minimum Investment Amount
        $20,000

        Model Composition

        Allocation as at January 2022

          Allocation & Fees
          Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
          Schroders Maximum Growth
          This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
          Cash 1.93% $193,000
          Code Security name Weighting % Amount
          CASH Cash 1.93% $1,930
          Cash 1.93% $193,000
          Australian Shares 44.72% $4,472,000
          Code Security name Weighting % Amount
          SCH0100AU Schroder Australian Equity Pool 44.72% $44,721
          Australian Shares 44.72% $4,472,000
          International Shares 41.64% $41,636
          Code Security name Weighting % Amount
          IHWL iShares Core MSCI World All Cap AUD Hedged ETF 16.05% $16,046
          IJP iShares MSCI Japan ETF 1.92% $1,923
          SCH0048AU Schroder Global Core Fund - IC 15.85% $15,850
          SCH0078AU Schroder Emerging Markets Sustainable Fund 7.82% $7,817
          International Shares 41.64% $41,636
          Australian Fixed Interest 4.84% $4,844
          Code Security name Weighting % Amount
          SCH0044AU Schroder Australian Investment Grade Credit Fund 1.94% $1,936
          SCH0046AU Schroder Fixed Income Fund 1.45% $1,454
          SCH0050AU Schroder Higher Yielding Credit Pool 1.45% $1,454
          Australian Fixed Interest 4.84% $4,844
          International Fixed Interest 1.98% $1,976
          Code Security name Weighting % Amount
          IHEB iShares J.P.Morgan USD Emerging Markets Bond (AUD Hedged) ETF 1.98% $1,976
          International Fixed Interest 1.98% $1,976
          Alternatives 4.89% $4,888
          Code Security name Weighting % Amount
          SCH0084AU Schroder Real Return CPI Plus 5% Fund 4.89% $4,888
          Alternatives 4.89% $4,888
          100.00%
          Total
          $99,995
          Display fees as
          Your monthly fee
          Fees & Costs
          $ - per month

          All fees and costs are inclusive of GST.

          Click here for your fees explained
          Fees & Costs
          $ - per month
          This includes:

          Management Fee, part of which is paid to Schroders for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.

          Indirect Cost, which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.

          Transaction Costs, which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.

          • You pay zero brokerage for trades on the ASX
          • You retain all interest earned on cash
          • No hidden fees or charges

          The fees and costs shown above relates to the ongoing cost of managing your portfolio.
          One-off cost:

          Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $ -.

          All fees and costs are inclusive of GST.
          Please refer to the current PDS for a detailed description of fees.

          Ready to Invest?

          Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

          Invest

          Insights from Schroders