Schroder Equity Opportunities Fund added to Netwealth platform


Andrew Fleming

Schroders is excited to announce that Netwealth has added the Schroder Equity Opportunities Fund to its super and investment solution.

The Schroder Equity Opportunities Fund is now available via Macquarie Wrap, HUB 24, mFunds and Netwealth. Lonsec has given Schroder Equity Opportunities Fund an initial rating of Recommended.

Graeme Mather, Head of Distribution says “We are pleased that Schroders have been able to accommodate the strong demand from the market through further platform inclusion.”

Lonsec reports: “Given the nuances of the local market, Lonsec believes the Fund’s ‘all-cap’, benchmark unaware approach can offer improved economic diversification relative to a traditional benchmark aware approach. Furthermore, Lonsec has high regard for the investment team led by Martin Conlon and Andrew Fleming as well as Schroder’s ‘bottom-up’ investment process”[1]

Schroder Equity Opportunities Fund invests beyond the benchmark for greater breadth, taking insights from Schroders’ Australian Equities team to invest across the full market cap spectrum. At September 2017, the fund has delivered returns of 13% (net of fees) over the preceding 12 months.

Longer term, the Fund has outperformed the S&P/ASX300 index by 3.4% p.a. (net of fees) since its inception almost 10 years ago.

The Schroder Equity Opportunities Fund allows unconstrained investing and avoids the pitfalls of cap-weighted benchmarks without the stock concentration normally associated with ‘high conviction’ portfolios. The team also manages the Schroder Australian Equity Fund, which has held Morningstar’s highest analyst rating for 10 consecutive years, retaining the ‘Gold’ Morningstar Analyst RatingTM[2] in September 2017. Schroders was also awarded 2017 Fund Manager of the Year in Domestic Equities – Large Caps Category, Australia. Morningstar Awards 2017 (c). Morningstar, Inc. All Rights Reserved.


[1] The Lonsec Rating (assigned as follows: Schroder Equity Opportunities Fund – 28 September 2017) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Schroder Investment Management Australia Limited products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: This rating is not to be circulated or distributed and is solely for the information of financial services professionals, such as a financial adviser.
[2] © 2017 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at . You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”). The Morningstar Analyst Rating™ for Schroder Australian Equity Fund strategy is ‘Gold’ as at 21 September 2017.

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