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.
The rating issued 04/20 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating September 2019 referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines
The Morningstar Analyst RatingTM for Schroder Real Return CPI Plus 5% is Bronze as of 3/11/2020. © 2020 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.
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.