Schroder Real Return CPI +5% Fund
To deliver an investment return of 5% p.a. before fees above Australian inflation over rolling three-year periods. Inflation is defined as the RBA’s Trimmed Mean, as published by the Australian Bureau of Statistics.
The fund does not have fixed strategic asset allocation benchmarks but instead adopts a forward looking and flexible approach to achieve their stated objectives. The fund stands in contrast to the traditional multi-asset investment approaches which construct investment portfolios around relatively static asset allocations.
Schroder Investment Management Australia Limited offers a range of investment products and is part of the Schroders Group, one of the largest independent investment managers providing investment management services from offices in more than 27 countries.
Schroders managed $803.1 billion as at 30 June 2018.
The performance of your investment is measured after taxes and fees within this tax paid fund.
|Net performance* (%)||1 mth||3 mth|
|Schroder Real Return CPI +5% Fund||-0.25||0.80|
*As at 31 May 2019
|Min %||Max %|