Benefits of diversification: By investing across a broad rane of asset classes, GROW can take advantage of opportunities wherever they arise.
Active asset allocation: Our active, unconstrained asset allocation ensures GROW has the flexibility to adapt to changing markets.
Protection from the market: Our approach protects clients from bearing the full brunt of falls in markets.
Focus on real returns: The fund aims a return of CPI¹ plus 4% to 5% p.a. before fees over rolling 3-year periods while minimising the incidence and size of negative returns in doing so.
Simplicity and expertise: We pride ourselves on keeping investments simple, uncomplicated, unlevered and liquid. We manage GROW locally, drawing on the insights and experience of our dedicated local and global teams.
Available on the ASX: The fund makes it easy to buy, sell and own an actively managed diversified fund.
¹ CPI is defined as the RBA's Trimmed Mean, as published by the Australian Bureau of Statistics.
*The Adjusted Indicative NAV ("Adjusted iNAV") will be published throughout the ASX Trading Day. The Adjusted iNAV will be updated for price movements of the underlying funds(s) investments through live market prices, foreign currency movements or proxy instruments where possible. Where this is not possible, the last price at which an asset was quoted, will be used. The Adjusted iNAV is indicative only, and may incorporate securities for which there are no live market prices at the time of calculation and so it may not reflect the actual value of the underlying assets of the fund(s). More information on the Adjusted iNAV is available in the fund's Product Discloure Statement.
While every care has been taken in the preparation of the information contained within this website, neither Schroder Investment Management Australia Limited, (ABN 22 000 443 274)(AFSL 226473) nor any member of the Schroders Group, make any representation or warranty as to the accuracy or completeness of any information, including without limitation, any forecasts. This content has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs.