Factual snapshot
Schroders — review
Mechanical, source-cited snapshot of Schroders's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.
- Funds tracked
- 2
- Median annual fee
- 0.39%
- Median FMA risk
- 5/7
- Tracked NZ retail AUM
- $1.68 billion
Universe median 0.84%
Standardised 1–7 scale
Sum of fund sizes (2/2 on file)
About Schroders
Global asset manager with a Sustainable Global Core PIE fund (hedged and unhedged variants) for NZ investors.
- Legal name
- Schroder Investment Management Australia
- Headquarters
- London
Fee position vs peers
Per-asset-class median annual fund charge for Schroders vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | Schroders funds | Schroders median fee | Peer median (n) | Position |
|---|---|---|---|---|
| International Equities | 2 | 0.39% | 0.62% (79) | priced 23 bps below the peer median (0.62%) |
Fee is the headline ongoing cost; strategy mix, hedging, performance fees and net return after fees also matter when comparing options.
Risk profile mix
Distribution of Schroders's 2 funds across the FMA's standardised 1–7 risk indicator. The indicator is calculated from each fund's past five years of unit-price volatility and published on every Quarterly Fund Update.
- Risk 5/7 2
Schroders's funds
- Schroder Sustainable Global Core PIE FundInternational EquitiesPIE · capped at PIR (max 28%) Responsible / ethical growth0.39% fee 5/7 risk
- Schroder Sustainable Global Core PIE Fund (Hedged)International EquitiesPIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth0.39% fee 5/7 risk
Questions about Schroders
Is Schroders a good fund manager?
Whether Schroders suits any individual investor depends on the investor's goals, time horizon, risk tolerance, and how the fund fits an existing portfolio — factors that vary by individual. On this site we surface mechanical, comparable data points: Schroders runs 2 retail managed funds in our coverage, with a median annual fund charge of 0.39% across that range (vs the NZ universe median of 0.84%), and a median FMA risk indicator of 5 out of 7. For personalised guidance, see a licensed financial adviser.
What does Schroders charge?
Schroders's 2 funds in our coverage carry a median annual fund charge of 0.39% (range 0.39% – 0.39%). The annual fund charge is the headline ongoing cost disclosed on every Quarterly Fund Update on the FMA Disclose register. Cross-validate via the per-fund pages, which link to source documents.
How big is Schroders?
Across the 2 funds with on-file fund-size data, Schroders's tracked NZ retail AUM totals NZD 1.68 billion. This is the sum of fund sizes disclosed in each fund's most recent Quarterly Fund Update on FMA Disclose and excludes KiwiSaver, wholesale and Australian-domiciled assets. Schroders may manage materially larger assets in those categories.
Where is Schroders based?
Schroders (legal name: Schroder Investment Management Australia) is headquartered in London.
What kind of funds does Schroders run?
Schroders's range of 2 funds in our coverage is weighted toward international equities (2 funds). See the full list at /providers/schroder/.
Other managers running international equities funds
How we built this snapshot
Fund counts and category mix are from src/data/funds.ts (Range of Funds reconciled to the InvestNow + Sharesies + manager-direct universe). Annual fund charge, FMA risk indicator, five-year return and fund size are extracted from each fund's Quarterly Fund Update via Sorted Smart Investor (a Te Ara Ahunga Ora / Retirement Commission service that mirrors the FMA Disclose register). Cross-validate via each per-fund page, which links to the source PDS and Fund Update on FMA Disclose.
ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.