Schroders updates active ETF range in response to feedback
Schroders has listed an active ETF on the ASX while reducing fees and distribution frequency on another.
The Schroder Global Core Active ETF listed on the ASX on 4 June and is designed to target outperformance of the MSCI World ex Australia ex Tobacco Index. The quantitative global equity fund will offer global diversification through a highly diverse portfolio from a universe of 10,000 companies.
This is the active ETF version of its existing active Schroder Global Core Fund, which was launched back in 2002. It is managed by Lukas Kamblevicius, co-head of Schroders’ quantitative equity product (QEP) team, who has been working at the asset manager since 2017.
Its management fees are estimated to be 0.25 per cent per annum.
This is the third active ETF launched by the firm since the start of 2025, having launched the Global Equity Alpha Fund and Australian High Yielding Credit active ETFs in February, and brings the total number to five.
"The investment landscape is ever changing, and Active ETFs have been a part of that. They play a vital role in democratising active management with easy access to valuable active investment capabilities. We are delighted to launch an Active ETF for Schroder Global Core Fund today and offer investors access to our successful long-standing global enhanced index strategy and team." states Simon Doyle, CEO of Schroders Australia.
Meanwhile, Schroders has reduced the investment management fee of its multi-asset Schroder Real Return Active ETF from 0.75 per cent to 0.6 per cent. It has also updated the distribution frequency in response to investor feedback from semi-annually to monthly after the final financial year distribution in June 2025.
This ETF was launched in August 2016 and is managed by head of multi-asset and fixed income, Sebastian Mullins, the first active ETF launched by the manager.
Speaking in February, Doyle, said the launch of active ETFs aim to provide the wider investor community with access to its successful products.
“In this era of regime shift and increasingly unpredictable times, we have carefully curated a suite of products that can benefit investor portfolios. We are excited to bring more active ETFs to market this year.
“The benefits of active ETFs are better understood by the market today, including accessibility with no minimum investment amount, liquidity and full transparency. Through Schroders’ active ETF offerings, investors can access decades of proven active management experience across domestic and global markets.”
According to Trackinsight, active ETF listings in Australia are on track to surpass launches of passive versions by FY26. It noted research by JP Morgan Asset Management (JPMAM) which found active ETFs in Australia have recorded a compound annual growth rate of around 53 per cent in assets under management which is more than double the 27 per cent over the same period for passive products.
AUTHOR
Laura Dew
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