Schroders Account Type

Schroders offers various types of accounts for investors, including individual accounts, trust accounts, superannuation funds, company accounts, partnership accounts, association accounts, cooperative accounts, and government body accounts. The minimum investment amounts vary by fund type:

• Wholesale Funds: Minimum investment of $20,000.
• Professional Class Funds: Minimum investment of $500,000 (with the exception of the Schroder Specialist Private Equity Fund, which has a minimum of $20,000).
• Retail Funds: Minimum investments are specified in the Product Disclosure Statement (PDS) or offer document.

Investors can choose to invest directly with Schroders or through a financial adviser or intermediary.

Schroders Broker Account Opening Process

To open a broker account with Schroders, follow these steps:

• Choose Your Account Type: Determine which type of account suits your investment goals (individual, trust, superannuation, etc.).
• Select a Broker: Choose a suitable broker that aligns with your investment strategy. Ensure they provide access to Schroders funds.
• Complete the Application: Fill out the application form provided by your chosen broker. You may need to provide identification and proof of residence.
• Deposit Funds: Fund your account using available payment methods such as bank transfer, debit card, or credit card.
• Start Investing: Once your account is set up and funded, you can begin investing in Schroders funds directly or through the broker's platform.

For further details on specific funds and their requirements, refer to the relevant Product Disclosure Statement (PDS) and contact Schroders client services for assistance.