Active ETFs

The Fund seeks efficient index exposure with an active edge.

The Schroder Global Equity Alpha Fund – Active ETF (the Fund) is an actively managed, unconstrained, ‘best ideas’ global equities fund listed under the ticker ALPH on the Australian Stock Exchange (ASX). ALPH aims to provide capital growth in excess of the MSCI All Country World (Net TR) Index over a 3-5 year period. While pursuing a style agnostic approach, ALPH tilts to underweight value and overweight quality and growth, distinctively targeting companies that have strong growth prospects yet to be recognised by the market.

The fund aims achieve a (total) return equal to Benchmark (Bloomberg AusBond Bank Bill Index) plus 2% net of fees and expenses over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant fixed income investments

The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.

The funds aims to achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified equities portfolio of Sharia Compliant listed companies poised to outperform the broader market over the mid- to long-term. The Fund targets innovative leaders in sectors such as technology, biotech and renewable energy.

A high conviction, diversified portfolio of quality global listed companies identified as undervalued as they enter an earnings upgrade cycle. The Fund provides access to global opportunities and diversification not readily available to individual Australian investors.