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 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.

For full details of the target market for this Fund please refer to the TMD.

 

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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 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, GROW offers inflation protection for investors, to help them keep pace with the rising cost of living through their retirement.

¹ CPI is defined as the RBA's Trimmed Mean, as published by the Australian Bureau of Statistics. 

This product is likely to be appropriate for a consumer seeking capital growth, capital preservation and income for all or some components of their portfolio, with a medium to high risk and return profile.

This product is unlikely to be suitable for a consumer seeking capital guarantee or with a short investment timeframe.

For full details of the target market for this Fund please refer to the Target Market Determination.

Where does GROW fit?

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

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Benefits of the Schroder Real Return (Managed 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, relatively 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 manage the Fund 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. 

 

Disclaimer

The rating issued February 2022 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 2021 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 Fund Research Regulatory Guidelines - Zenith Investment Partners (zenithpartners.com.au)

Investment in the Schroder Real Return 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.

Contact Schroders

Schroders is a world-class asset manager operating from 35 locations 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.

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*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.