With interest rates at all-time lows and sustainable yields hard to find, investing for income while managing risk can be challenging. The Schroder Absolute Return Income (Managed Fund) could help.
This actively managed fixed income strategy has a track-record¹ of meeting investor needs for reliable monthly income, while providing peace of mind that there is a strong focus on managing risk, should markets fall.
The fund can invest across the broad fixed income universe as well as currencies, to seek out returns and income opportunities, whilst focusing on protecting investor capital.
The fund aims to deliver regular monthly income of 2.5% p.a. (post-fees).
Provides diversification across broad Australian and global fixed income markets with flexibility to respond to changing market conditions.
Actively managed to identify the best opportunities, helping to avoid losses and preserve capital, should markets fall.
Competitive management fee of 0.54% p.a.
The fund aims to provide investors with stable, consistent returns in all market environments and may be suitable for:
For full details of the target market for this Fund please refer to the Target Market Determination.
A defensive allocation
The fund could be combined with existing income-oriented investments to strengthen the defensive allocation of investment portfolios.
Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.