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
    Head of Fixed Income and Multi-Asset
  • Simon Stevenson
    Simon Stevenson View Profile
    Deputy Head of Multi-Asset
  • Sebastian Mullins
    Sebastian Mullins View Profile
    Portfolio Manager, 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
$25,000

Model Composition

Allocation as at February 2019

    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 28.43% $2,843,000
    Code Security name Weighting % Amount
    CASH Cash 28.43% $28,430
    Cash 28.43% $2,843,000
    Australian Shares 12.94% $12,943
    Code Security name Weighting % Amount
    SCH0100AU Schroder Australian Equity Pool 12.94% $12,943
    Australian Shares 12.94% $12,943
    International Shares 9.76% $9,765
    Code Security name Weighting % Amount
    SCH0048AU Schroder Global Core Index Fund (QEP) 9.76% $9,765
    International Shares 9.76% $9,765
    Australian Fixed Interest 29.85% $2,985,000
    Code Security name Weighting % Amount
    SCH0044AU Schroder Australian Investment Grade Credit Fund 14.93% $14,926
    SCH0046AU Schroder Fixed Income Fund 9.95% $9,945
    SCH0050AU SIMAL Higher Yielding Credit Pool 4.97% $4,971
    Australian Fixed Interest 29.85% $2,985,000
    International Fixed Interest 3.99% $3,988
    Code Security name Weighting % Amount
    SCH0090AU Schroder Global High Yield 3.99% $3,988
    International Fixed Interest 3.99% $3,988
    Alternatives 15.03% $15,022
    Code Security name Weighting % Amount
    SCH0084AU Schroder Real Return Fund 5.01% $5,006
    SCH3568AU Schroder Absolute Return Income Fund 10.02% $10,015
    Alternatives 15.03% $15,022
    100.00%
    Total
    $99,990
    Your monthly fee
    Model Portfolio Fee
    $ - per month
    +
    OpenInvest Fee
    FREE First 12 months
    =
    Monthly Fee
    $ -

    After the initial 12 month free period, the monthly OpenInvest fee will be $ - per month based on the investment amount entered.

    Your monthly fee explained
    Model Portfolio Fee
    $ - per month
    This includes:

    Schroders Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

    The Indirect Cost, which is an estimate of underlying charges of some of the holdings Schroders may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

    OpenInvest Fee
    FREE for the first 12 monthsthen $ - per month

    The OpenInvest Fee covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

    • No hidden fees or charges
    • We pay for brokerage
    • You keep all interest earned

    A Transaction Cost is an underlying charge levied by an ETF or managed fund when you buy into or sell out of a fund.

    The estimated initial transaction cost for the funds in this model portfolio on a $100000 investment is $ -.

    All fees and charges are inclusive of GST.

    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
    $25,000

    Model Composition

    Allocation as at February 2019

      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 23.61% $2,361,000
      Code Security name Weighting % Amount
      CASH Cash 23.61% $23,610
      Cash 23.61% $2,361,000
      Australian Shares 20.75% $2,075,000
      Code Security name Weighting % Amount
      SCH0100AU Schroder Australian Equity Pool 20.75% $20,747
      Australian Shares 20.75% $2,075,000
      International Shares 16.78% $16,779
      Code Security name Weighting % Amount
      SCH0048AU Schroder Global Core Index Fund (QEP) 11.77% $11,768
      SCH1018AU Schroder Global Blend Fund (Hedged) - Institutional Class 5.01% $5,011
      International Shares 16.78% $16,779
      Australian Fixed Interest 19.91% $19,902
      Code Security name Weighting % Amount
      SCH0044AU Schroder Australian Investment Grade Credit Fund 9.94% $9,937
      SCH0046AU Schroder Fixed Income Fund 4.99% $4,990
      SCH0050AU SIMAL Higher Yielding Credit Pool 4.98% $4,975
      Australian Fixed Interest 19.91% $19,902
      International Fixed Interest 8.96% $8,955
      Code Security name Weighting % Amount
      SCH0077AU SIMAL Global Corporate Bond Fund 4.98% $4,976
      SCH0090AU Schroder Global High Yield 3.98% $3,979
      International Fixed Interest 8.96% $8,955
      Alternatives 9.99% $9,991
      Code Security name Weighting % Amount
      SCH0084AU Schroder Real Return Fund 9.99% $9,991
      Alternatives 9.99% $9,991
      100.00%
      Total
      $99,984
      Your monthly fee
      Model Portfolio Fee
      $ - per month
      +
      OpenInvest Fee
      FREE First 12 months
      =
      Monthly Fee
      $ -

      After the initial 12 month free period, the monthly OpenInvest fee will be $ - per month based on the investment amount entered.

      Your monthly fee explained
      Model Portfolio Fee
      $ - per month
      This includes:

      Schroders Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

      The Indirect Cost, which is an estimate of underlying charges of some of the holdings Schroders may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

      OpenInvest Fee
      FREE for the first 12 monthsthen $ - per month

      The OpenInvest Fee covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

      • No hidden fees or charges
      • We pay for brokerage
      • You keep all interest earned

      A Transaction Cost is an underlying charge levied by an ETF or managed fund when you buy into or sell out of a fund.

      The estimated initial transaction cost for the funds in this model portfolio on a $100000 investment is $ -.

      All fees and charges are inclusive of GST.

      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
      $25,000

      Model Composition

      Allocation as at February 2019

        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 11.28% $1,128,000
        Code Security name Weighting % Amount
        CASH Cash 11.28% $11,280
        Cash 11.28% $1,128,000
        Australian Shares 30.70% $3,070,000
        Code Security name Weighting % Amount
        SCH0100AU Schroder Australian Equity Pool 30.70% $30,698
        Australian Shares 30.70% $3,070,000
        International Shares 26.77% $26,758
        Code Security name Weighting % Amount
        SCH0048AU Schroder Global Core Index Fund (QEP) 17.80% $17,795
        SCH0078AU Schroder QEP Emerging Markets Fund 1.99% $1,986
        SCH1018AU Schroder Global Blend Fund (Hedged) - Institutional Class 6.98% $6,977
        International Shares 26.77% $26,758
        Australian Fixed Interest 12.40% $12,400
        Code Security name Weighting % Amount
        SCH0044AU Schroder Australian Investment Grade Credit Fund 7.44% $7,437
        SCH0046AU Schroder Fixed Income Fund 4.96% $4,963
        Australian Fixed Interest 12.40% $12,400
        International Fixed Interest 8.91% $8,907
        Code Security name Weighting % Amount
        SCH0077AU SIMAL Global Corporate Bond Fund 4.95% $4,949
        SCH0090AU Schroder Global High Yield 3.96% $3,958
        International Fixed Interest 8.91% $8,907
        Alternatives 9.94% $9,936
        Code Security name Weighting % Amount
        SCH0084AU Schroder Real Return Fund 9.94% $9,936
        Alternatives 9.94% $9,936
        100.00%
        Total
        $99,980
        Your monthly fee
        Model Portfolio Fee
        $ - per month
        +
        OpenInvest Fee
        FREE First 12 months
        =
        Monthly Fee
        $ -

        After the initial 12 month free period, the monthly OpenInvest fee will be $ - per month based on the investment amount entered.

        Your monthly fee explained
        Model Portfolio Fee
        $ - per month
        This includes:

        Schroders Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

        The Indirect Cost, which is an estimate of underlying charges of some of the holdings Schroders may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

        OpenInvest Fee
        FREE for the first 12 monthsthen $ - per month

        The OpenInvest Fee covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

        • No hidden fees or charges
        • We pay for brokerage
        • You keep all interest earned

        A Transaction Cost is an underlying charge levied by an ETF or managed fund when you buy into or sell out of a fund.

        The estimated initial transaction cost for the funds in this model portfolio on a $100000 investment is $ -.

        All fees and charges are inclusive of GST.

        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
        $25,000

        Model Composition

        Allocation as at February 2019

          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 7.86% $786,000
          Code Security name Weighting % Amount
          CASH Cash 7.86% $7,860
          Cash 7.86% $786,000
          Australian Shares 40.62% $4,062,000
          Code Security name Weighting % Amount
          SCH0100AU Schroder Australian Equity Pool 40.62% $40,617
          Australian Shares 40.62% $4,062,000
          International Shares 36.68% $36,684
          Code Security name Weighting % Amount
          SCH0048AU Schroder Global Core Index Fund (QEP) 23.29% $23,294
          SCH0078AU Schroder QEP Emerging Markets Fund 4.95% $4,947
          SCH1018AU Schroder Global Blend Fund (Hedged) - Institutional Class 8.44% $8,443
          International Shares 36.68% $36,684
          Australian Fixed Interest 4.95% $4,945
          Code Security name Weighting % Amount
          SCH0046AU Schroder Fixed Income Fund 4.95% $4,945
          Australian Fixed Interest 4.95% $4,945
          International Fixed Interest 2.46% $2,464
          Code Security name Weighting % Amount
          SCH0090AU Schroder Global High Yield 2.46% $2,464
          International Fixed Interest 2.46% $2,464
          Alternatives 7.43% $7,426
          Code Security name Weighting % Amount
          SCH0084AU Schroder Real Return Fund 7.43% $7,426
          Alternatives 7.43% $7,426
          100.00%
          Total
          $99,996
          Your monthly fee
          Model Portfolio Fee
          $ - per month
          +
          OpenInvest Fee
          FREE First 12 months
          =
          Monthly Fee
          $ -

          After the initial 12 month free period, the monthly OpenInvest fee will be $ - per month based on the investment amount entered.

          Your monthly fee explained
          Model Portfolio Fee
          $ - per month
          This includes:

          Schroders Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

          The Indirect Cost, which is an estimate of underlying charges of some of the holdings Schroders may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

          OpenInvest Fee
          FREE for the first 12 monthsthen $ - per month

          The OpenInvest Fee covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

          • No hidden fees or charges
          • We pay for brokerage
          • You keep all interest earned

          A Transaction Cost is an underlying charge levied by an ETF or managed fund when you buy into or sell out of a fund.

          The estimated initial transaction cost for the funds in this model portfolio on a $100000 investment is $ -.

          All fees and charges are inclusive of GST.

          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