Schroder Global Core Fund - Active ETF
CORE.AX
Australian Securities Exchange- -
AUD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- Australia
- IPO Date
- Jun 4, 2025
- Website
- schroders.com
- Similar Companies
- Business
- Schroder Global Core Fund Active ETF (ASX:CORE) is an actively managed, quantitative global equity exchange-traded fund that seeks to deliver long-term outperformance relative to the MSCI World ex Australia Index (or ex Australia ex Tobacco variant) through a focus on value and quality factors while minimizing index-relative volatility; it employs a sophisticated quantitative framework to select stocks from a universe of approximately 15,000 companies across sectors and regions, constructing diversified portfolios of over 400 holdings with tight constraints at stock, sector, and regional levels to ensure effective diversification and risk management. The ETF offers investors liquidity and convenience via its listing on the Australian Securities Exchange, with a competitive management fee of 0.25% p.a. and no performance fee; it targets capital growth for high or very high risk/return profiles, serving as a core global equity exposure that complements passive index funds or concentrated active strategies by providing enhanced index-like returns with lower active risk. Managed by Schroders' Quantitative Equity Product (QEP) team, led by co-head Lukas Kamblevicius, the fund draws on the underlying Schroder Global Core strategy, which originated in 2000 and has demonstrated top-decile peer rankings over 3-25 year periods and benchmark outperformance in 20 of the past 25 calendar years. Headquartered in Sydney, Australia, at Level 20 Angel Place, 123 Pitt Street, where Schroders Australia has operated for over 60 years as part of the global asset manager's network spanning 38 locations and A$175.4 billion in global equities assets under management as of June 30, 2025, the ETF primarily targets Australian and international institutional and retail investors seeking global developed market equity exposure excluding Australia. In a key recent development, Schroders launched the Active ETF version of its long-standing Global Core Fund on the ASX on June 4, 2025, repackaging the enhanced index strategy into an ETF wrapper to broaden access to its quantitative active management amid rising demand for such vehicles, joining the firm's expanding active ETF suite that includes products like ALPH, GROW, PAYS, and HIGH focused on global equities, real return, absolute return income, and Australian high-yield credit. This listing aligns with Schroders' strategic push into active ETFs, including European launches in 2025 such as global equity active UCITS ETFs on the London Stock Exchange, reflecting broader operational expansions in response to investor feedback on accessibility, fee structures, and distribution frequency while leveraging the firm's 220-year heritage in active management.