MONEY MASTERS

Schroders: Australian Equity Fund

Martin Conlon. head of Australian equities Schroder Investment Management

The Schroder Australian Equity Fund takes a long-term approach to economic value creation for investors by investing in select Australian equities. By undertaking this Money Masters course with Martin Conlon, you will learn about the role Australian equities play in an investment portfolio as well as the investment philosophy behind the Schroder Australian Equity Fund and what type of investors are best suited to it.

Remember to log-in to view the whole course and earn CPD hours. 

What you'll learn /

The Schroder Australian Equity Fund masterclass with Martin Conlon will give you insights into:

 

The long-term performance of the fund
The benefit of Australian equities in an investment portfolio
What investors are best suited to the fund
The investment philosophy behind the Schroder Australian Equity Fund

About the expert /

Martin Conlon /

head of Australian equities Schroder Investment Management


Martin Conlon is head of Australian equities at Schroders and oversees the portfolio construction process for core Australian equity portfolios, while also retaining analytical responsibilities for the diversified financials, gaming, general insurance, life insurance and telecommunications sectors. Martin joined Schroders in 1994 and was promoted to head of Australian equities in 2003. Prior to joining Schroders he was an accountant at Ernst & Young. He holds a bachelor of economics from Macquarie University, a graduate diploma in applied finance and investment and is a qualified chartered accountant.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Snapshot

Martin Conlon is head of Australian equities at Schroders and oversees the portfolio construction process for core Australian equity portfolios, while also retaining analytical responsibilities for the diversified financials, gaming, general insurance, life insurance and telecommunications sectors. Martin joined Schroders in 1994 and was promoted to head of Australian equities in 2003. Prior to joining Schroders he was an accountant at Ernst & Young. He holds a bachelor of economics from Macquarie University, a graduate diploma in applied finance and investment and is a qualified chartered accountant.

Find out more

01.
Overview

Fund philosophy

The Schroder Australian Equity Fund aims to achieve long term returns to grow the wealth of investors over time.

Find out more

02.

Competitive advantage

Schroders believes there is no one silver bullet to investment management. A focus on generating incremental efficiencies across all aspects of business is the only way to ensure you retain a competitive edge. Taking a contrarian approach and standing against the crowd is how you add value in the long run.

Find out more

03.

Fund evolution

The Schroder Australian Equity Fund has retained a consistent investment process and philosophy since inception.

Find out more

04.

The team

Schroders has one of the larger investment teams in the Australian market. There is no distinction between portfolio managers and analysts from a research perspective. Analysis is structured along vertical industry lines rather than company size to facilitate a more comprehensive understanding of industries.

Find out more

05.
Structure and objectives

Unique aspects of the fund

A focus on standardising templates, discussions and behaviours has helped Schroders to develop a repeatable set of processes behind its Australian Equity Fund. Rather than volatility, Schroders takes a fundamental approach to risk assessment and portfolio construction which are key differentiators of the fund against peers.

Find out more

06.

How we manage money

In an Index dominated by a small number of sectors, namely financials and resources, Schroders aims to optimise economic diversification of investors’ portfolios through its Australian Equity Fund. At times this means looking very different to the market index with a focus on a company’s return on capital profile through time to form a view of its long term valuation.

Find out more

07.
Best suited for

The ideal investor

The Schroder Australian Equity Fund is suitable for most investors with a long-term investor time frame.

Find out more

08.

Risks and returns

An actively managed fund, like the Schroder Australian Equity Fund, has to be prepared to depart from the benchmark levels during periods of extremes in order to achieve its long-term goals.

Find out more

09.

Fund performance

Over the longer term the Schroder Australian Equity Fund has been able to deliver returns above the benchmark (pre-fee).

Find out more

10.

Test yourself /