Schroder Global Recovery Fund upgraded to ‘Recommended’ by Lonsec

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Schroders’ global equity strategy, which was launched in 2017 and adopts a pure value-driven approach, has been upgraded to ‘Recommended’ by research firm, Lonsec. Lonsec identified the “differentiated, highly unconstrained, contrarian investment philosophy that employs a patient, disciplined investment process” as a key strength. The Schroder Global Recovery Fund is a benchmark-unconstrained strategy, focusing on global companies […]

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Schroders appoints two new members to Multi-Asset team

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Schroders is delighted to announce the addition of two new members to the Australian Multi-Asset team, adding experience and strategic capability from across the Asia Pacific region. Sebastian Mullins will join the team in February 2019 in the role of Portfolio Manager, Multi-Asset. Sebastian joins from Nikko Asset Management in Singapore where he was Senior Portfolio Manager responsible […]

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Schroders’ pioneering objective-based fund reaches 10-year milestone

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The Schroders’ objective-based Real Return Fund has passed its 10-year milestone, having launched in the middle of the GFC. It was one of the first objective-based multi-asset funds in Australia. Schroders objective-based multi-asset Real Return CPI+5% Fund celebrates its 10-year anniversary The Fund has been managed by Simon Doyle and Simon Stevenson since its inception The […]

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Schroders Global Investor Study 2018: People significantly underestimating cost of living in retirement

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Key insights include: Australians expect to spend an average of 39% of their retirement income on basic living expenses — but the reality is retirees require 58%. Working Australians feel they should be saving 15% of their current income for a comfortable retirement, but they only save an average of 12%. Australian retirees currently live […]

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Schroder Equity Opportunities Fund added to Netwealth platform

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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 […]

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Diversification paramount – Schroders asset allocation survey results

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Schroders has undertaken its second survey of significant Australian brokers to gain insight into their asset allocation views. Key findings include: Diversification replaces growth as primary driver. ASX listed stocks dominant; while direct equity and hybrids are the most popular ASX vehicles there was a clear move towards LICs at the expense of direct shares and […]

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Managing through the uncertainty and noise

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The most notable aspect of market behaviour in May was the rally in key sovereign bond markets matched by gains in key equity markets. Australian equities were the exception with weaker commodity prices impacting resources, while banking stocks were hit by the politics of the Bank Levy in the May budget. Also growing questions about […]

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Schroders’ highly successful Real Return strategy now available on the ASX

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Leading global investment manager Schroders has launched its first direct-to-consumer managed fund on the ASX, bringing its highly successful multi-asset real return strategy to a broader range of Australian investors. The Schroder Real Return Fund (Managed Fund) ASX:GROW is based on Schroders’ successful Real Return CPI Plus 5% fund – which at 31 July 2016 […]

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The scourge of overconfidence

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Leaving in its wake sharp equity market retracements globally, efforts to stem falls and to revalue the currency in China, more commodity price decimation, mediocre earnings results and sharply increasing volatility, August was certainly eventful. What didn’t change much was the propensity for the winners to keep winning and the losers to keep losing. These […]

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Crying wolf

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“Greed, for lack of a better word is good. Greed is right, Greed works. Greed clarifies, cuts through and captures the essence of evolutionary spirit” Gordon Gecko (Wall St) These inimitable words from Gordon Gecko portrayed adroitly by Michael Douglas in Wall St. captures the process of creative destruction of the market perfectly. The market […]

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