Schroder WS Plus Australian Equity
BTA0483AU
Schroder WS Plus Australian Equity BTA0483AU Strategy
The Fund is an actively managed core Australian equity portfolio with a focus on investing in quality stocks predominantly in Australia characterised by strong returns on capital with a sustainable competitive advantage. The Fund draws on Schroders’ deep research capabilities, with a long term focus on investing, it is suitable as a core portfolio holding over the medium to long term.
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: January 2025
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
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,399.80 | 106.30 | -1.25% |
| CAC 40 | 8,102.52 | 41.40 | -0.51% |
| DAX 40 | 22,550.89 | 243.22 | -1.07% |
| Dow JONES (US) | 43,239.50 | 193.62 | -0.45% |
| FTSE 100 | 8,756.21 | 24.75 | 0.28% |
| HKSE | 23,171.69 | 546.60 | -2.30% |
| NASDAQ | 18,544.42 | 530.84 | -2.78% |
| Nikkei 225 | 37,133.71 | 1,122.46 | -2.93% |
| NZX 50 Index | 12,601.42 | 60.55 | 0.48% |
| S&P 500 | 5,861.57 | 94.49 | -1.59% |
| S&P/ASX 200 | 8,169.30 | 98.90 | -1.20% |
| SSE Composite Index | 3,358.27 | 29.79 | -0.88% |