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INVESTMENT MANAGERS
schroders
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What has attracted us to the OpenInvest initiative is that investors can get to know each of the asset managers in their own time – who we are, how we’re investing, how we are thinking about an array of complex issues in the world, and our different fees – and decide on their preferred manager based on what matters most to them, when they feel ready. We believe Australian investors will value this high degree of transparency, choice and control.

Sam Hallinan
CEO of Schroders Australia

Schroders Investment Portfolios.

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
defensive-income-icon

Defensive Income

Performance
%
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Target Return
1-2 +inflation
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6 months
0.04
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1 year
6.90
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Since Inception (annualised) 28 May 2019
2.23
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Balanced Income

Performance
%
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Target Return
2-3 +inflation
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6 months
0.60
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1 year
8.94
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Since Inception (annualised) 28 May 2019
3.22
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Robust Growth

Performance
%
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Target Return
3-4 +inflation
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6 months
0.15
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1 year
9.85
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Since Inception (annualised) 28 May 2019
4.27
maximum-growth-icon

Maximum Growth

Performance
%
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Target Return
4-6 +inflation
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6 months
1.79
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1 year
12.27
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Since Inception (annualised) 28 May 2019
5.27

Things You Should Know

The published performance figures are as of October 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. 
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.

Management Fee

0.80%

Recommended Minimum Investment

$10 000

Portfolio Composition
Indicative portfolio allocation as at Mar 2023
Cash
Australian Shares
International Shares
Australian Fixed Interest
International Fixed Interest
Alternatives

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. 
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.

Management Fee

0.90%

Recommended Minimum Investment

$10 000

Portfolio Composition
Indicative portfolio allocation as at Mar 2023
Cash
Australian Shares
International Shares
Australian Fixed Interest
International Fixed Interest
Alternatives

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. 
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.

Management Fee

1.00%

Recommended Minimum Investment

$10 000

Portfolio Composition
Indicative portfolio allocation as at Mar 2023
Cash
Australian Shares
International Shares
Australian Fixed Interest
International Fixed Interest
Alternatives

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. 
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.

Management Fee

1.10%

Recommended Minimum Investment

$10 000

Portfolio Composition
Indicative portfolio allocation as at Mar 2023
Cash
Australian Shares
International Shares
Australian Fixed Interest
International Fixed Interest
Alternatives
CALCULATE fees

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With OpenInvest you access world-class investment opportunities for a fraction of the cost of personal advice.

Excellence, Innovation, Integrity: The Schroders Advantage.

At Schroders, asset management is our business and our goals are aligned with those of our clients to create long-term value. The Schroders brand embodies the traditional tenets of excellence, innovation and integrity. These values are evident in everything we do, including our client service.

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.

Schroders Team

Simon Doyle

Simon Doyle

CEO and Chief Investment Officer

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 Mullins

Deputy Head of Multi-Asset, Australia

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 Zhou

Fund Manager & Investment Analyst

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 Winn

Investment Advisor, Multi-Asset

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 Kase

Portfolio Manager, Fixed Income & Multi-Asset

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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