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Schroder Fixed Income Fund

The Schroder Fixed Income Fund is an actively managed, low volatility strategy that invests in a range of domestic and international fixed income assets with the objective of outperforming the Bloomberg AusBond Composite 0+Yr Index1, whilst delivering stable absolute returns over time. It adopts a Core-Plus investment approach whereby a core portfolio comprised of Australian investment grade bonds is complemented by investments in a diverse range of global and domestic fixed income securities. Investments within the portfolio are actively managed in an attempt to ensure we are in the right assets at the right time to maximise returns while maintaining a low risk profile. The targeted result is a defensive strategy which is broadly diversified with low correlation to equity markets.

1Benchmark previously known as UBS Composite Bond Index.

This product is likely to be appropriate for a consumer seeking capital preservation and income for a small or core component 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 someone seeking high returns.

Ratings

Disclaimer

Fixed Income Fund (Professional Class) has received Silver Morningstar Analyst Rating™ as on 5 February 2022

Fixed Income Fund (Wholesale Class) has received Bronze Morningstar Analyst Rating™ as on 5 February 2022

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