Schroder Real Return Fund | ![]() |
Investment objective
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.Investment strategy
Investment manager