• Country: Australia

    Select a region

    Select a location

    Select a site

    • Institutional Investors
    • Insurance
    • Financial Professionals
    • Individual Investors
    • NRC
    • Defined Contribution
    • SIMSA
    • Asset Management
    • Schroders Brasil
    • Asset Management
    • Schroders Chile SpA
    • Inversores profesionales
    • Institutions
    • Financial Advisers
    • Individuals
    • 施罗德上海
    • Retail Investors

      English 中文
    • Institutional Investors
    • Retirement Services

      English 中文
    • Wealth Management
    • Mutual fund investment

      English Bahasa Indonesia
    • Asset Management - Schroders Japan
    • 슈로더투자신탁운용
    • Private Investor
    • Institutional Investor
    • Wealth management
    • 施羅德台灣
    • Berater
    • Privatanleger
    • Belgium Professional
    • Private Investor

      Français Nederlands (België)
    • Професионален инвеститор
    • Channel Islands
    • Profesionalni Investor
    • Soukromy Investor
    • Professional Investor
    • Consumer
    • Berater
    • Privatanleger
    • Institutionelle
    • Real Estate

      English Deutsch
    • Professional Investor
    • Szakmai befektető
    • Professional Investor
    • Investitori privati
    • Investitori istituzionali
    • Consulenti finanziari
    • Investitori professionali
    • Luxembourg Professional
    • Luxembourg Private Investor
    • Professional Investor
    • Professional Investor
    • Particulieren
    • Professionele
    • Professional Investor
    • Klient profesjonalny
    • Klient detaliczny
    • Professional Investor
    • Investidores Particulares
    • Profesionalny Investor
    • Sukromny Investor
    • Intermediary
    • Inversores particulares
    • Inversores profesionales
    • Privata Investerare
    • Professional Investor
    • Asset management

      English Deutsch Français
    • Wealth management

      English Deutsch
    • Adviser
    • Asset Manager
    • Charity Investment
    • Global Cities
    • Insurance Asset Management
    • Pensions
    • Private Investor
    • Real Estate
    • The Value Perspective
    • Wealth Management
  • Country: Australia
    Close filters

    Select a region

    • Americas
    • Asia Pacific
    • Europe, Middle East & Africa

    Select a location

    • [(lbl-please-select-a-region) default value]
    • US
    • Argentina
    • Bermuda
    • Brasil
    • Canada
    • Chile
    • Mexico
    • Australia
    • Mainland China (中国內地)
    • Hong Kong SAR (中國香港)
    • Indonesia
    • Japan (日本)
    • Korea (한국)
    • Singapore
    • Taiwan (台灣)
    • Austria (Österreich)
    • Belgium
    • Bulgaria (България)
    • Channel Islands
    • Czech Republic (Česká Republika)
    • France
    • Germany (Deutschland)
    • Greece
    • Hungary (Magyarország)
    • Israel
    • Italy
    • Luxembourg
    • Malta
    • Middle East
    • Netherlands (Nederland)
    • Nordics
    • Poland (Polska)
    • Portugal
    • Slovakia (Slovensko)
    • South Africa
    • Spain (España)
    • Sweden
    • Switzerland
    • UK

    Select a site

    • Institutional Investors
    • Insurance
    • Financial Professionals
    • Individual Investors
    • NRC
    • Defined Contribution
    • SIMSA
    • Asset Management
    • Schroders Brasil
    • Asset Management
    • Schroders Chile SpA
    • Inversores profesionales
    • Institutions
    • Financial Advisers
    • Individuals
    • 施罗德上海
    • Retail Investors

      English 中文
    • Institutional Investors
    • Retirement Services

      English 中文
    • Wealth Management
    • Mutual fund investment

      English Bahasa Indonesia
    • Asset Management - Schroders Japan
    • 슈로더투자신탁운용
    • Private Investor
    • Institutional Investor
    • Wealth management
    • 施羅德台灣
    • Berater
    • Privatanleger
    • Belgium Professional
    • Private Investor

      Français Nederlands (België)
    • Професионален инвеститор
    • Channel Islands
    • Profesionalni Investor
    • Soukromy Investor
    • Professional Investor
    • Consumer
    • Berater
    • Privatanleger
    • Institutionelle
    • Real Estate

      English Deutsch
    • Professional Investor
    • Szakmai befektető
    • Professional Investor
    • Investitori privati
    • Investitori istituzionali
    • Consulenti finanziari
    • Investitori professionali
    • Luxembourg Professional
    • Luxembourg Private Investor
    • Professional Investor
    • Professional Investor
    • Particulieren
    • Professionele
    • Professional Investor
    • Klient profesjonalny
    • Klient detaliczny
    • Professional Investor
    • Investidores Particulares
    • Profesionalny Investor
    • Sukromny Investor
    • Intermediary
    • Inversores particulares
    • Inversores profesionales
    • Privata Investerare
    • Professional Investor
    • Asset management

      English Deutsch Français
    • Wealth management

      English Deutsch
    • Adviser
    • Asset Manager
    • Charity Investment
    • Global Cities
    • Insurance Asset Management
    • Pensions
    • Private Investor
    • Real Estate
    • The Value Perspective
    • Wealth Management
  • About Schroders

    Schroders in Australia

    • About Schroders

    Schroders Global

    • Global home
  • Global home
SARI
  • Sustainability expand/collapse
    • Making an impact through sustainability
    • Active Ownership
    • Corporate Responsibility
    • Sustainability at Schroders
    • Insights
  • Funds (current) expand/collapse
    • Fund Centre
    • Australian Equities
    • Multi-Asset
    • Fixed Income
    • Global Equities
    • China Equity
    • Private Equity
    • Prices & Distributions
    • Additional Fund Information
    • Real Estate

    Fund Centre

    Explore our funds

  • Insights expand/collapse
    • Ukraine Crisis
    • Sustainability
    • Investment Insights
    • Australian Equities
    • Fixed Income
    • Multi-Asset
    • Private Equity
    • For Your Clients
    • Videos
    • Webconferences
    • The Investor Download Podcast
    • Global Investor Study
    • Fund Manager profiles

    How to profit from falling share prices

    17/05/2022

    Commentary: Inflation and the great reset

    10/05/2022

  • Resources expand/collapse
    • Document Centre
    • Investment instructions
    • Execution Information
    • Instruction Forms
    • Policies & notices
    • Understanding Fixed Income & Bonds
    • Multi-Asset Annual Returns
    • Partnering with you through Covid-19
    • Latest Fund Commentary
  • Investing with us expand/collapse
    • Platform availability
    • How to invest
    • Schroders Direct mFunds
    • mFunds FAQ

    Invest with us

    APPLY ONLINE

    Funds

    Fund Centre

  • Global capabilities expand/collapse
    • Capabilities
    • Sustainability
    • Emerging Markets
    • Private Assets
    • Income
    • Multi-Asset
  • Login
SARI
Search
Search
search lens

Related Search

/en/sysglobalassets/global-assets/capabilities/lens_thick_light.svg

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
Image

Potential for regular monthly income

The fund aims to deliver regular monthly income of 2.5% p.a. (post-fees).

Image

Global diversification

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

Image

Strong risk management

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

 

Image

Competitively priced

Competitive management fee of 0.54% p.a.

Learn more about the Fund

Your browser doesn't support HTML5 video. Here is a link to the video instead.

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

Your browser doesn't support HTML5 video. Here is a link to the video instead.

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 

For full details of the target market for this Fund please refer to the Target Market Determination.

How does the fund fit into portfolios?

A defensive allocation

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) »

Notice to investors - Spread reduction »

Monthly Report (Wholesale) »

Monthly Report (Professional) »

Target Market Determination (Wholesale) »

Target Market Determination (Professional) »

 

Related articles

{{tile.ReadTime}} Min {{tile.ArtemisCategory}}

{{tile.PrimaryTag}}

{{vm.DefaultPrimaryTag}}

{{tile.Title}}

{{tile.FormattedDate}}

¹Monthly distribution has varied between 2.5% p.a. and 7.5 % p.a. since fund inception in June 2002, with current distribution rate of 2.5% since July 2021. Past performance is not a reliable indicator of future performance.
^ As at 31 July 2021. 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.

Contact us

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

Your contacts

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.

  • Important Information
  • Privacy Statement
  • Resolve an Issue
  • Modern Slavery Statement
  • Sitemap
  • Whistleblowing
  • Desktop view

© Copyright 2022 Schroder Investment Management Australia Limited

This website is for Australian professional financial advisers only. Individual investors should go to the individuals and SMSF investor site. You should not rely on the views and information on the site when making investment decisions.

Views and Opinions. Schroders has expressed its own views and opinions on this website, and these may change.

Schroders uses all reasonable skill and care to ensure information is accurate. However, errors or omissions may occur that are outside of our control, such as unauthorised access to this internet service, or the effects of machine, software or operator error or malfunction in connection with data transmission. Information is accurate only on the date shown on the page it appears and we advise that you contact us before you rely on any information to confirm its accuracy.

Schroders uses cookies to personalise and improve your site experience. You can accept all cookies by selecting 'I agree' and continuing to browse the site or you can "Manage cookies" to apply only the categories of your choosing. Find out more details on how we use your information in our “Cookie Policy”.