ASX: GROW

an easier way to grow your wealth

Who does GROW suit?

The GROW active ETF offers a flexible solution to a broad range of investors

People in the wealth-accumulation phase

With lower volatility and potential for capital growth, GROW seeks to provide investors with a real return of 5% p.a. (before fees) over rolling three-year periods.

Image

Those about to retire

GROW aims to generate consistent real returns while minimising the risk of large losses. It thus helps protect wealth, an important objective for people such as retirees who may need to call upon their wealth.

Those in retirement

GROW has the potential to enhance retirement planning by providing the potential to grow and at times preserve capital while producing income. It offers a diversified solution for investors seeking a reasonable rate of return, without the volatility typical of a portfolio dominated by shares. GROW also offers the ability to keep pace with inflation which portfolios dominated by cash do not.

Those worried about longevity risk

With its targeting of 5% p.a. above inflation (before fees) over rolling three-year periods, GROW offers inflation protection for investors, to help them keep pace with the rising cost of living through their retirement.

Where does GROW fit?

GROW can be used in a number of ways to complement different investment strategies

Image
Image
Image
Image

Benefits of the Real Return Fund

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: GROW aims to deliver a return of 5% p.a. above Australian inflation (a "real" return), before fees, over a rolling 3 year period, without taking undue risk, so the journey to achieving this objective is a relatively stable one. 

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: GROW makes it easy to buy, sell and own an actively managed diversified fund.

Contact Schroders

Schroders is a world-class asset manager operating from 27 countries across Europe, the Americas, Asia and the Middle East.


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

*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. 

*iNAV calculations as shown on https://www.schroders.com/en/au/individuals/funds/grow/ (the “data”) provided by ICE Data Indices, see ICE Terms of Use, and is updated during ASX trading hours. Powered by Factset. iNAV is indicative and for reference purposes only. The Fund is not sponsored, endorsed, sold or marketed by ICE Data Indices, LLC, its affiliates (“ICE Data”) and ICE Data or its respective third party suppliers MAKE NO EXPRESS OR IMPLIED WARRANTIES, AND HEREBY EXPRESSLY DISCLAIM ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE iNAV, IOPV, FUND OR ANY FUND DATA INCLUDED THEREIN.  IN NO EVENT SHALL ICE DATA HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, DIRECT, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. You acknowledge that the data is provided for information only and should not be relied upon for any purpose.

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.