Multi-Asset

Schroder Real Return Fund

An objective based strategy, which specifically selects investments which align with the Fund’s performance objective of achieving 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.

This product is likely to be appropriate for a consumer seeking capital growth, capital preservation and income for a small or core component 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.

Schroder Real Return (Managed Fund) (ASX:GROW)

An objective based strategy that aims to deliver 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. You can access this active and diversified Fund in the same way as buying shares through your broker, using the ASX ticker code GROW.

This product is likely to be appropriate for a consumer seeking capital growth, capital preservation and income for a small or core component 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.

Schroder Multi-Asset Income Fund

This fund specifically selects investments which align with the performance objective of achieving a return of 3% to 4% above the RBA’s target cash rate before fees over rolling 3-year periods while minimising the risk of a negative return over a 12-month period. 

This product is likely to be appropriate for a consumer seeking 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 growth or with a short investment timeframe.

Schroder Strategic Growth Fund

A traditional multi-asset portfolio investing in a selection Growth (typically shares and property securities), Diversifying (typically higher yielding debt and alternatives) and Defensive (typically investment grade debt securities and cash) assets. It has a long term objective to target a real return above Australian inflation with an emphasis on risk taken in recognition that investors prefer relatively stable returns over time.

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

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