This innovative multi-asset offering follows an active approach to investing, designed with an objective of achieving real returns above Australian inflation over rolling 3 years periods. The Schroder Real Return CPI Plus 5% Fund can simplify investors' requirements to one core strategy designed simply to target this outcome.
An evolution of the Schroder Real Return CPI +5% Fund, this fund specifically selects investments which align with the performance objective of achieving real returns above Australian inflation over rolling 3 year periods, but maintains a lower tolerance for downside risk.
A traditional multi-asset portfolio investing in a selection Growth (typically shares and property securities), Diversifying (typically higher yielding debt and alternatives) and Defensive (typically investment grade debt securities and cash) assets. It has a long term objective to target a real return above Australian inflation with an emphasis on risk taken in recognition that investors prefer relatively stable returns over time.