INVESTMENT MANAGERS
Schroders Investment Portfolios.
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
Defensive Income
Balanced Income
Robust Growth
Maximum Growth
Things You Should Know
The published performance figures are as of December 2023 and net of all fees. Past performance is not a reliable indicator of future performance, and the above information is of a general nature only and should not be considered as personal financial advice that takes into account your individual objectives, needs or circumstance
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
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;
- Growth asset classes such as Australian equities, global equities and property securities.
Management Fee
0.80%
Recommended Minimum Investment
$10 000
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
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;
- Growth asset classes such as Australian equities, global equities and property securities.
Management Fee
0.90%
Recommended Minimum Investment
$10 000
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
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;
- Growth asset classes such as Australian equities, global equities and property securities.
Management Fee
1.00%
Recommended Minimum Investment
$10 000
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
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;
- Growth asset classes such as Australian equities, global equities and property securities.
Management Fee
1.10%
Recommended Minimum Investment
$10 000
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Schroders Team
Simon Doyle
Simon was appointed to the role of CEO in June 2023, alongside his role as CIO. Simon has served as the CIO since February 2022 alongside his role as Head of Multi-Asset, Australia. In this joint role, Simon is responsible for delivering an investment-led and insight-driven approach to engaging our clients and working with our local investment teams to ensure alignment with these objectives.
Simon was appointed to the role of CEO in June 2023, alongside his role as CIO. Simon has served as the CIO since February 2022 alongside his role as Head of Multi-Asset, Australia. In this joint role, Simon is responsible for delivering an investment-led and insight-driven approach to engaging our clients and working with our local investment teams to ensure alignment with these objectives.
Sebastian Mullins
Sebastian was appointed Deputy Head of Multi-Asset in 2022, where he helps Simon oversee the Multi-Asset business and portfolios. He is a co-portfolio manager of the Schroder Real Return Fund strategies and the Global Total Return Fund. He is a member of several local strategy research groups including equities, credit, currency and relative value, and is also a member of the global Multi-Asset equities research group.
Sebastian was appointed Deputy Head of Multi-Asset in 2022, where he helps Simon oversee the Multi-Asset business and portfolios. He is a co-portfolio manager of the Schroder Real Return Fund strategies and the Global Total Return Fund. He is a member of several local strategy research groups including equities, credit, currency and relative value, and is also a member of the global Multi-Asset equities research group.
David Zhou
David joined Schroders in May 2013. In his role David undertakes quantitative research for Schroders’ Australian Multi-Asset funds, works on the management of the Australian Multi-Asset strategies and is responsible for developing and maintaining the Multi-Asset research database. He is the portfolio manager for the Schroder Strategic Growth Fund.
David joined Schroders in May 2013. In his role David undertakes quantitative research for Schroders’ Australian Multi-Asset funds, works on the management of the Australian Multi-Asset strategies and is responsible for developing and maintaining the Multi-Asset research database. He is the portfolio manager for the Schroder Strategic Growth Fund.
Roland Winn
Roland joined Schroders in December 2018. His focus is primarily on the provision of independent investment ideas for the team’s portfolios and to help enhance existing processes. Roland is also an Honorary Fellow at Macquarie University.
Roland joined Schroders in December 2018. His focus is primarily on the provision of independent investment ideas for the team’s portfolios and to help enhance existing processes. Roland is also an Honorary Fellow at Macquarie University.
Mihkel Kase
Mihkel joined Schroders in June 2003 and is responsible for Schroders absolute return fixed income strategies, including the Schroder Absolute Return Income Fund, and has a focus on credit portfolio management. He is also a co-portfolio manager on the Schroder Multi-Asset Income Fund.
Mihkel joined Schroders in June 2003 and is responsible for Schroders absolute return fixed income strategies, including the Schroder Absolute Return Income Fund, and has a focus on credit portfolio management. He is also a co-portfolio manager on the Schroder Multi-Asset Income Fund.
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