Schroder Global Recovery Fund
Harness outperformance potential from global equities with the Schroder Global Recovery Fund (Wholesale Class APIR SCH0095AU).
A true value solution
We use a contrarian approach to seek out global equities with long-term potential we believe is not reflected in the share price.
Diversification
As an active value strategy based on contrarian investment principles, the portfolio has low correlation to popular investments and can provide improved diversification across market cycles.
Access a different equity opportunity set
Our investment process results in a portfolio composition that contrasts global benchmark indices, delivering exposure to different opportunities for returns.
An active value investing fund focused on the equities others avoid
When investment markets are volatile, portfolios can benefit from a value investing approach that focuses on the fundamental value of companies. By seeking out the stocks with classic recovery characteristics – those that have suffered a setback in either profit or share price – the Schroder Global Recovery Fund selects companies with the potential to deliver strong shareholder returns over the long term.
Holding value equities in a portfolio can be crucial for diversifying against growth stocks and other investment assets to protect capital and returns across market cycles.
About the Schroder Global Recovery Fund
The Schroder Global Recovery Fund is an actively managed value investment fund. Our expert team takes a contrarian investment approach, investing in companies that we assess as significantly undervalued and present strong prospects for long-term earnings.
The fund aims to provide capital growth and to outperform the MSCI World (NDR) TR Index (post-fees) over the medium to long term. This is delivered by investing in equity and equity-related securities of companies from around the world.
More about the Fund
Fund Manager Nick Kirrage explains how the Schroder Global Recovery Fund uses a four-stage process to monitor and screen a large global equity opportunity set for the best valuation opportunities and capitalise on these for our investors’ portfolios.
Why Schroders?
Investing with Schroders means investing in a global brand with strong heritage and outstanding capabilities in a broad range of asset classes. Having established our Australian office almost 60 years ago, today we have grown to be trusted with over $16 billion in FUM* within our global value portfolio. Our 700+ global team are located in 38 locations around the world and offer specialised, on the ground insights and analysis on global equity opportunities.
ESG integrated investment approach
ESG integration means that our fund managers and analysts systematically and explicitly take account of ESG considerations (such as climate change, environmental performance, labour standards or corporate governance matters) alongside traditional financial analysis, with a focus on prioritising investor returns.
Learn more about global equities investment at Schroders.
*As at Dec 2022
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Meet the fund managers
Investors in the Schroder Global Recovery Fund stand to benefit from the expertise and experience of the portfolio management teams across global equity investing as well as from other teams within Schroders.
Ways to invest in the Schroder Global Recovery Fund
Before investing in the Schroder Global Recovery Fund, please read the product disclosure statement (PDS), the accompanying additional information booklet, financial services guide (FSG) and target market determination (TMD) for the fund. You can learn more about investing via our paper application form, or online application form. You may also like to find out which platforms you can access the fund through. If you need help, you can contact our team.
Invest directly
Complete the paper application form or online application form. The minimum investment amount is $20,000 for wholesale class, and $500,000 for professional class.
Contact our team
For further information about investing in the Fund, please speak to a member of the Schroders team.
Platform availability
The Schroder Global Recovery Fund is available on several platforms. Please check with the platform operator for minimum investment requirements and fees.
The role the Schroder Global Recovery Fund can play in portfolios
The Schroder Global Recovery Fund is designed for Australian investors seeking exposure to global equities via a high conviction strategy, and are comfortable with the higher risks associated with a unique approach to equity-based investment.
Because the strategy will depart materially from index performance in both directions, it may be suitable for those investors with appropriate time horizons and a tolerance and patience for index deviation.
The Fund is likely to be appropriate for a consumer seeking capital growth for a small component of their portfolio, with a high or very high risk and return profile.
The Fund is unlikely to be suitable for a consumer seeking capital preservation or income. The fund is also unlikely to be suitable for consumers seeking a core or standalone solution with a low risk and return profile or a short investment timeframe.
Disclaimers
Investment in this Fund may be made on an application form accompanying the current Product Disclosure Statement (PDS) for the Fund which is available from Schroder Investment Management Australia Limited (Schroders) (ABN 22 000 443 274, AFS Licence 226473). The information contained in this material is general information only and does not take into account your objectives, financial situation or needs. Before acting on the information contained in this material you should obtain a copy of the PDS and consider the appropriateness of the information in regard to your objective, financial situation and needs before making any decision about whether to invest, or continue to hold.
The repayment of capital and performance in the Fund is not guaranteed by Schroders or any other party. Opinions constitute our judgement at the time of issue and are subject to change. Past performance is not an indicator of future performance. Investment guidelines represented are internal only and are subject to change without notice. Schroders may record and monitor telephone calls for security, training and compliance purposes.
The rating issued April 2022, APIR: SCH0095AU, is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.