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.

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

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.

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 of Growth, Diversifying and Defensive assets. It has a long term objective to target a real return above Australian inflation.

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.