Schroder Equity Opportunities Fund - PC

SCH5738AU

Schroder Equity Opportunities Fund - PC SCH5738AU Strategy

"The analytical approach seeks to value every business based on its sustainable revenues, margins and return on capital. The strategy utilizes valuations produced using a disciplined and rigorous analytical approach in seeking to deliver a well-diversified exposure across the full market capitalisation spectrum of stocks listed in Australia/New Zealand with a significantly more attractive expected return profile than that of the broader market."
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: March 2026

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Mark Mobius, legendary emerging - markets investor, dies at 89

The intrepid Templeton investor pioneered emerging-market investing.
funds

Private credit defaults accelerating, led by distressed exchanges

Distressed exchange transactions accounted for almost all downgrades to default or selective default in the past year.

Morningstar Investment Ideas

Markets

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DAX 4024,128.9826.47-0.11%
Dow JONES (US)49,230.7179.61-0.16%
FTSE 10010,379.0877.93-0.75%
HKSE25,978.0762.870.24%
NASDAQ24,836.60398.101.63%
Nikkei 22559,716.18575.950.97%
NZX 50 Index12,874.949.99-0.08%
S&P 5007,165.0856.680.80%
S&P/ASX 2008,786.5012.10-0.14%
SSE Composite Index4,079.9013.35-0.33%

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