Wholesale Australian Equity Fund

Delivering sustainable returns to achieve long-term success

The Schroder Wholesale Australian Equity Fund is an actively managed fund that invests in Australian and New Zealand equities. Our focus is on delivering long-term growth and value for your clients. As genuine long-term investors, we favour the potential for sustained long-term performance over short-term market-fuelled growth trends. Sticking to our process sometimes leads us to make contrarian portfolio choices, which is our proven method for delivering both alpha returns and resilience to market downturns.

The Schroder Wholesale Australia Equity Fund seeks to outperform the S&P/ASX 200 Accumulation Index after fees over the medium to long term by investing in a broad range of companies from Australia and New Zealand.

The Fund is an actively managed core Australian equity portfolio offering diversified exposure to businesses with solid and sustainable cashflows. The Fund draws on Schroders’ deep research capabilities, with a focus on company valuation, longer term prospects and competitive advantage.

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