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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 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 for consumers with a very high risk and return profile 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 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 for consumers with a very high risk and return profile 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 guarantee or for consumers with a very high risk and return profile or with a short investment timeframe.

Schroder Sustainable Growth Fund

The Schroder Sustainable Growth Fund is an active, sustainable-focused investment strategy which adopts a traditional multi-asset investment approach using a growth-biased strategic asset allocation. The Fund may invest across a broad array of asset classes that include growth assets such as equities and listed property, diversifying assets such as higher yielding debt and alternatives and defensive assets like investment grade debt securities. The Fund has a long-term strategic asset allocation but has the flexibility to tactically adjust the asset allocation over the shorter term, based on our forward-looking, valuation conditioned forecasts of risk and return across each asset class.

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 medium to high risk and return profile.

This product is unlikely to be suitable for a consumer seeking capital guarantee or consumers with a low risk profile and a short investment timeframe.