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Schroder Absolute Return Income Fund

Fund Overview

Fund Details

How to Invest

An actively managed fixed income strategy seeking to boost income while preserving capital

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 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.

Learn more about the Schroder Absolute Return Income Fund

For more information about the fund, please visit Fund Details or find out how to invest.

Find out how to invest

Potential for reliable monthly income

A track record of delivering reliable monthly income of 3% p.a. (post-fees) over the last 12 months^.

Global diversification

Provides diversification across broad Australian and global fixed income markets with flexibility to respond to changing market conditions.

Strong risk management

Actively managed to identify the best opportunities, helping to avoid losses and preserve capital, should markets fall.

Competitively priced

Competitive management fee of 0.54% p.a.

Learn more about the Fund

Watch this video to learn how the Fund can help to strengthen the defensive allocation of portfolios and generate reliable monthly income, while preserving capital. View time: 1m 45secs

Hybrids – what you should know

Mihkel Kase, Portfolio Manager - Fixed Income and Multi-Asset, discusses three things every investor should consider when holding hybrids. View time: 3m 30secs

Learn more about the Schroder Absolute Return Income Fund

For more information about the fund, please visit Fund Details or find out how to invest.

Find out how to invest

Who is the fund designed for?

The fund aims to provide investors with stable, consistent returns in all market environments and may be suitable for:

Income seekers - investors who are seeking to boost their income at potentially higher rates than banking or term deposits
Investors nearing or in retirement - investors who are seeking a solution that offers some protection from rate changes and is focused on capital preservation
Advisers or Brokers seeking additional liquid, income-focused solutions to complement defensive allocations in client portfolios

How does the fund fit into portfolios?

A defensive allocation

The fund could be combined with existing income-oriented investments to strengthen the defensive allocation of investment portfolios.

Learn more about the Schroder Absolute Return Income Fund

For more information about the fund, please visit Fund Details or find out how to invest.

Find out how to invest

Further Information on the Schroder Absolute Return Income Fund

Fund Summary (Wholesale) »

PDS (Wholesale) »

PDS (Professional) »

Monthly Report (Wholesale) »

Monthly Report (Professional) »

¹Monthly distribution has varied between 3.1% p.a. and 7.5 % p.a. since fund inception in June 2002, with current distribution rate of 3.4% since August 2017. Past performance is not a reliable indicator of future performance.

^ As at 31 October 2019. Effective yield is based on the unit price at the start of the period. Income is the cash distributions paid by the fund which may include return of capital. Past performance is not a reliable indicator of future performance.

Contact Schroders

Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.

Worldwide locations

For any further questions, please contact us.

Our sales team is available to discuss with you any investment options and opportunities you might be interested in.

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This website is owned and operated by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473). Your access to this website is subject to the Terms of Use found by clicking the ‘Important Information’ link below. By using this website, you agree to be subject to these Terms of Use.

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Schroder Absolute Return Income Fund

An actively managed fixed income strategy seeking to boost income while preserving capital

Potential for reliable monthly income

Global diversification

Strong risk management

Competitively priced

Learn more about the Fund

Hybrids – what you should know

Who is the fund designed for?

How does the fund fit into portfolios?

Further Information on the Schroder Absolute Return Income Fund

Related articles

¹Monthly distribution has varied between 3.1% p.a. and 7.5 % p.a. since fund inception in June 2002, with current distribution rate of 3.4% since August 2017. Past performance is not a reliable indicator of future performance.

^ As at 31 October 2019. Effective yield is based on the unit price at the start of the period. Income is the cash distributions paid by the fund which may include return of capital. Past performance is not a reliable indicator of future performance.

Contact Schroders