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Multi-Asset

Schroder Real Return Fund

An objective based strategy, which specifically selects investments which align with the Fund’s performance objective of achieving a return of CPI¹ plus 4% to 5% p.a. before fees over rolling 3-year periods while minimising the incidence and size of negative returns in doing so.

This product is likely to be appropriate for a consumer seeking capital growth, capital preservation and income for all or some components of their portfolio, with a medium to high risk and return profile.

This product is unlikely to be suitable for a consumer seeking capital guarantee or with a short investment timeframe.

Schroder Real Return Fund (Managed Fund) (ASX:GROW)

An objective based strategy that aims to deliver CPI¹ plus 4% to 5% p.a. before fees over rolling 3-year periods while minimising the incidence and size of negative returns in doing so. You can access this active and diversified Fund in the same way as buying shares through your broker, using the ASX ticker code GROW.

This product is likely to be appropriate for a consumer seeking capital growth, capital preservation and income for all or some components of their portfolio, with a medium to high risk and return profile.

This product is unlikely to be suitable for a consumer seeking capital guarantee or with a short investment timeframe.

Schroder Multi-Asset Income Fund

This fund specifically selects investments which align with the performance objective of achieving a return of 3% to 4% above the RBA’s target cash rate before fees over rolling 3-year periods while minimising the risk of a negative return over a 12-month period. 

This product is likely to be appropriate for a consumer seeking capital preservation and income for all or some components of their portfolio, with a medium to high risk and return profile.

This product is unlikely to be suitable for a consumer seeking capital growth or with a short investment timeframe.

Schroder Sustainable Growth Fund

The Schroder Sustainable Growth Fund is an active, sustainable investment strategy which adopts a traditional multi-asset investment approach using a growth biased asset allocation. The Fund may invest across a broad range of globally diversified asset classes that include growth, diversifying and defensive assets. It has the objective to deliver an investment return before fees of 5% p.a. above CPI* over the medium to long term, with similar risk to a traditional balanced fund. In addition, the Fund targets a higher sustainability profile than the Fund’s benchmark, as measured by Schroders’ proprietary impact measurement tool – SustainEx**. 

This product is likely to be appropriate for a consumer seeking capital growth and income for all or some components of their portfolio, with a high risk and return profile. However, it's unlikely to be suitable for a consumer seeking capital preservation or with a short investment timeframe.

* CPI is defined as the RBA’s Trimmed Mean, as published by the Australian Bureau of Statistics

**SustainEx is a Schroders’ proprietary tool which provides an estimate of the potential social or environmental impact that a company or other issuer may create.