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Schroder Real Return CPI Plus 5% Fund

Fund Overview
Fund Details
How To Invest

Navigating changing markets to deliver reliable returns

The Schroder Real Return Fund CPI Plus 5% Fund has a track record of delivering reliable returns, while preserving investor capital during times of volatility.

The fund is a global multi-asset strategy, that targets an investment return of CPI +5% (before fees) over rolling 3 year periods. It uses flexible, forward looking asset allocation across global markets and sectors to find opportunities as they occur, while managing risk.

Learn more about the Schroder Real Return CPI Plus 5% Fund

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

Find out how to invest
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Reliable returns

Track record of delivering returns while seeking to minimise volatility and drawdowns.

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Easy diversification

Global diversification across asset classes and securities to find growth opportunities where and when they occur, sometimes in hard-to-reach places.

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Strong risk management

Helping to avoid losses and preserve capital, should markets fall. Our approach aims to protect clients from bearing the full brunt of market falls.

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Brought to you by Schroders

Pioneers in multi-asset investing and a market leader in ‘objective based’ investing.

The benefits of flexible asset allocation

Hear from Simon Doyle, our Head of Multi-Asset and Fixed Income, on the risks markets face right now.

Simon shares how he thinks about structuring portfolios with flexible asset allocation to deliver consistent real rates of return and preserve investor capital.

Who is the fund designed for?

The fund is designed for investors who are seeking stable, consistent returns in all market environments and may be suitable for:

  • Wealth accumulators - investors in the wealth-accumulation phase who may be sensitive to market downturns
  • Investors nearing or in retirement - seeking consistent real returns (above inflation) while sensitive to market downturns and the loss of capital 
  • Smaller balance investors who need a ‘whole-of portfolio’ solution

How does the fund fit in portfolios?

 

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Satellite investment | Schroder ISF Global Target Return

A Core Holding

The fund’s stable returns profile makes it an ideal core holding in a ‘core-satellite’ approach. Satellite investments provide strategic exposure to specific asset classes, dialled up or down to support investor needs.

Alternative Asset Allocation | Schroder ISF Global Target Return

An Alternative Asset Allocation

Given its absolute return focus, the fund can replace an existing allocation to alternative assets. It also provides liquidity and transparency, unlike many traditional alternatives.

Schroder ISF Global Target Return

A Diversifier

An excellent diversifier to an existing portfolio, where an allocation to the fund is created by reducing existing allocations to other assets.

Schroder ISF Global Target Return

A Total Portfolio Solution

Effective as a whole portfolio, especially if an investor’s balance is not large enough to truly diversify across the global investment universe.

 

Learn more about the Schroder Real Return CPI Plus 5% Fund

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

Find out how to invest

Fund Features

^Subject to change. Please refer to the Buy/Sell spreads page in our Fund Centre.

Further information

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Learn more about the Schroder Real Return CPI Plus 5% Fund

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

Find out how to invest

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Disclaimer

Investment in the Schroder Real Return CPI Plus 5% Fund (Fund) may be made on an application form accompanying the current Product Disclosure Statement (PDS) for the Fund which is available from Schroder Investment Management Australia Limited (Schroders) (ABN 22 000 443 274, AFS Licence 226473). The information contained in this material is general information only and does not take into account your objectives, financial situation or needs. Before acting on the information contained in this material you should obtain a copy of the PDS and consider the appropriateness of the information in regard to your objective, financial situation and needs before making any decision about whether to invest, or continue to hold.

The repayment of capital and performance in the Fund is not guaranteed by Schroders or any other party. Opinions constitute our judgement at the time of issue and are subject to change. Past performance is not an indicator of future performance. Investment guidelines represented are internal only and are subject to change without notice. Schroders may record and monitor telephone calls for security, training and compliance purposes.

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