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 Fund (Managed Fund) can 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.
A track record of delivering reliable monthly income of 3% p.a. (post-fees) over the last 12 months^.
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 is designed for investors who are seeking stable, consistent returns in all market environments and may be suitable for:
A defensive allocation
The fund can be combined with existing income-oriented investments to strengthen the defensive allocation of investment portfolios.