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.
An evolution of the Schroder Real Return Fund, this fund specifically selects investments which align with the performance objective of achieving real returns 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.
A traditional multi-asset portfolio investing in a selection of Growth, Diversifying and Defensive assets. It has a long term objective to target a real return above Australian inflation.