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 View Profile
Head of Fixed Income and Multi-Asset
Sebastian Mullins View Profile
Portfolio Manager, Multi-Asset
Angus Sippe View Profile
Portfolio Manager, Multi-Asset
David Zhou View Profile
Portfolio Manager and Analyst, Multi-Asset
Investment Models
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 June 2021

    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 18.75% $1,875,000
    Code Security name Weighting % Amount
    CASH Cash 18.75% $18,750
    Cash 18.75% $1,875,000
    Australian Shares 15.71% $15,712
    Code Security name Weighting % Amount
    SCH0100AU Schroder Australian Equity Pool 15.71% $15,712
    Australian Shares 15.71% $15,712
    International Shares 14.78% $14,778
    Code Security name Weighting % Amount
    IJP iShares MSCI Japan ETF 1.00% $997
    IJR iShares S&P Small-Cap ETF 2.35% $2,354
    SCH0048AU Schroder Global Core Fund - IC 9.79% $9,789
    SCH0078AU Schroder Emerging Markets Sustainable Fund 1.64% $1,638
    International Shares 14.78% $14,778
    Australian Fixed Interest 24.15% $2,415,000
    Code Security name Weighting % Amount
    SCH0044AU Schroder Australian Investment Grade Credit Fund 11.54% $11,545
    SCH0046AU Schroder Fixed Income Fund 4.73% $4,733
    SCH0050AU Schroder Higher Yielding Credit Pool 7.88% $7,877
    Australian Fixed Interest 24.15% $2,415,000
    International Fixed Interest 11.94% $11,942
    Code Security name Weighting % Amount
    IHEB iShares J.P.Morgan USD Emerging Markets Bond (AUD Hedged) ETF 4.63% $4,634
    SCH0077AU Schroder Global Corporate Bond Fund 2.84% $2,843
    SCH0090AU Schroder Global High Yield Bond Fund 4.47% $4,465
    International Fixed Interest 11.94% $11,942
    Alternatives 14.67% $14,670
    Code Security name Weighting % Amount
    SCH0084AU Schroder Real Return CPI Plus 5% Fund 5.00% $4,995
    SCH3568AU Schroder Absolute Return Income Fund 9.67% $9,675
    Alternatives 14.67% $14,670
    100.00%
    Total
    $100,007
    Display fees as
    Your monthly fee
    Fees & Costs
    $ - per month

    All fees and costs are inclusive of GST.

    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 total 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.

    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 June 2021

      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 16.56% $1,656,000
      Code Security name Weighting % Amount
      CASH Cash 16.56% $16,560
      Cash 16.56% $1,656,000
      Australian Shares 23.45% $2,345,000
      Code Security name Weighting % Amount
      SCH0100AU Schroder Australian Equity Pool 23.45% $23,453
      Australian Shares 23.45% $2,345,000
      International Shares 19.38% $19,388
      Code Security name Weighting % Amount
      IJP iShares MSCI Japan ETF 0.98% $984
      IJR iShares S&P Small-Cap ETF 2.31% $2,313
      SCH0048AU Schroder Global Core Fund - IC 10.70% $10,701
      SCH0078AU Schroder Emerging Markets Sustainable Fund 3.22% $3,223
      SCH1018AU Schroder Global Sustainable Equity Fund (Hedged) 2.17% $2,168
      International Shares 19.38% $19,388
      Australian Fixed Interest 17.17% $17,169
      Code Security name Weighting % Amount
      SCH0044AU Schroder Australian Investment Grade Credit Fund 6.63% $6,625
      SCH0046AU Schroder Fixed Income Fund 2.79% $2,794
      SCH0050AU Schroder Higher Yielding Credit Pool 7.75% $7,750
      Australian Fixed Interest 17.17% $17,169
      International Fixed Interest 13.61% $13,617
      Code Security name Weighting % Amount
      IHEB iShares J.P.Morgan USD Emerging Markets Bond (AUD Hedged) ETF 4.56% $4,563
      SCH0077AU Schroder Global Corporate Bond Fund 4.66% $4,662
      SCH0090AU Schroder Global High Yield Bond Fund 4.39% $4,393
      International Fixed Interest 13.61% $13,617
      Alternatives 9.83% $9,829
      Code Security name Weighting % Amount
      SCH0084AU Schroder Real Return CPI Plus 5% Fund 9.83% $9,829
      Alternatives 9.83% $9,829
      100.00%
      Total
      $100,017
      Display fees as
      Your monthly fee
      Fees & Costs
      $ - per month

      All fees and costs are inclusive of GST.

      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 total 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.

      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 June 2021

        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 7.41% $741,000
        Code Security name Weighting % Amount
        CASH Cash 7.41% $7,410
        Cash 7.41% $741,000
        Australian Shares 32.80% $3,280,000
        Code Security name Weighting % Amount
        SCH0100AU Schroder Australian Equity Pool 32.80% $32,802
        Australian Shares 32.80% $3,280,000
        International Shares 28.93% $28,933
        Code Security name Weighting % Amount
        IJP iShares MSCI Japan ETF 0.96% $959
        IJR iShares S&P Small-Cap ETF 2.25% $2,254
        SCH0048AU Schroder Global Core Fund - IC 14.11% $14,110
        SCH0078AU Schroder Emerging Markets Sustainable Fund 4.20% $4,198
        SCH1018AU Schroder Global Sustainable Equity Fund (Hedged) 7.41% $7,412
        International Shares 28.93% $28,933
        Australian Fixed Interest 11.14% $11,143
        Code Security name Weighting % Amount
        SCH0044AU Schroder Australian Investment Grade Credit Fund 2.77% $2,774
        SCH0046AU Schroder Fixed Income Fund 3.64% $3,639
        SCH0050AU Schroder Higher Yielding Credit Pool 4.73% $4,731
        Australian Fixed Interest 11.14% $11,143
        International Fixed Interest 10.12% $10,130
        Code Security name Weighting % Amount
        IHEB iShares J.P.Morgan USD Emerging Markets Bond (AUD Hedged) ETF 2.67% $2,673
        SCH0077AU Schroder Global Corporate Bond Fund 3.64% $3,643
        SCH0090AU Schroder Global High Yield Bond Fund 3.81% $3,814
        International Fixed Interest 10.12% $10,130
        Alternatives 9.60% $9,601
        Code Security name Weighting % Amount
        SCH0084AU Schroder Real Return CPI Plus 5% Fund 9.60% $9,601
        Alternatives 9.60% $9,601
        100.00%
        Total
        $100,019
        Display fees as
        Your monthly fee
        Fees & Costs
        $ - per month

        All fees and costs are inclusive of GST.

        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 total 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.

        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 June 2021

          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 3.16% $316,000
          Code Security name Weighting % Amount
          CASH Cash 3.16% $3,160
          Cash 3.16% $316,000
          Australian Shares 41.79% $4,179,000
          Code Security name Weighting % Amount
          SCH0100AU Schroder Australian Equity Pool 41.79% $41,791
          Australian Shares 41.79% $4,179,000
          International Shares 38.04% $38,035
          Code Security name Weighting % Amount
          IJP iShares MSCI Japan ETF 1.41% $1,406
          IJR iShares S&P Small-Cap ETF 2.20% $2,203
          SCH0048AU Schroder Global Core Fund - IC 18.42% $18,416
          SCH0078AU Schroder Emerging Markets Sustainable Fund 6.16% $6,163
          SCH1018AU Schroder Global Sustainable Equity Fund (Hedged) 9.85% $9,847
          International Shares 38.04% $38,035
          Australian Fixed Interest 4.98% $4,980
          Code Security name Weighting % Amount
          SCH0044AU Schroder Australian Investment Grade Credit Fund 1.81% $1,810
          SCH0046AU Schroder Fixed Income Fund 1.78% $1,781
          SCH0050AU Schroder Higher Yielding Credit Pool 1.39% $1,389
          Australian Fixed Interest 4.98% $4,980
          International Fixed Interest 5.45% $5,449
          Code Security name Weighting % Amount
          IHEB iShares J.P.Morgan USD Emerging Markets Bond (AUD Hedged) ETF 2.18% $2,182
          SCH0090AU Schroder Global High Yield Bond Fund 3.27% $3,267
          International Fixed Interest 5.45% $5,449
          Alternatives 6.58% $6,578
          Code Security name Weighting % Amount
          SCH0084AU Schroder Real Return CPI Plus 5% Fund 6.58% $6,578
          Alternatives 6.58% $6,578
          100.00%
          Total
          $99,993
          Display fees as
          Your monthly fee
          Fees & Costs
          $ - per month

          All fees and costs are inclusive of GST.

          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 total 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.