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.
Track record of delivering returns while seeking to minimise volatility and drawdowns.
Global diversification across asset classes and securities to find growth opportunities where and when they occur, sometimes in hard-to-reach places.
Helping to avoid losses and preserve capital, should markets fall. Our approach aims to protect clients from bearing the full brunt of market falls.
Pioneers in multi-asset investing and a market leader in ‘objective based’ investing.
The fund is designed for investors who are seeking stable, consistent returns in all market environments and may be suitable for:
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.
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.
An excellent diversifier to an existing portfolio, where an allocation to the fund is created by reducing existing allocations to other assets.
Effective as a whole portfolio, especially if an investor’s balance is not large enough to truly diversify across the global investment universe.
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.