Multi-Asset

Schroder Real Return CPI +5% Fund

An objective based strategy, which specifically selects investments which align with the Fund’s performance objective of achieving real returns above Australian inflation over rolling 3 year periods.

Schroder Real Return Fund (ASX:GROW)

An objective based strategy that aims to deliver 5% above Australian inflation (before fees) over rolling three year periods without taking undue risk, so that the journey to achieving this objective is a relatively stable one. You can access this active and diversified Fund in the same way as buying shares through your broker, using the ASX ticker code GROW.

Schroder Real Return CPI +3.5% Fund

An evolution of the Schroder Real Return CPI +5% Fund, this fund specifically selects investments which align with the performance objective of achieving real returns above Australian inflation over rolling 3 year periods, but maintains a lower tolerance for downside risk.

Schroder Balanced 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.