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.

Investment strategy

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.

Investment manager

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.

Unit price

Schroder Real Return Fund Unit Price History

Past performance is not a reliable indicator of future performance.

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

	1 mth	3 mth	6 mth	1 yr	2 yrs	3 yrs
Net return* (%)	1.18%	0.81%	5.60%	5.69%	2.78%	1.85%

^{Past performance is not a reliable indicator of future performance.

(*As at 31/03/2024)}

Key features

Key features
APIR code	OVS0157AU
Risk level	5 – medium to high
Minimum initial investment	$500
Regular investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Total estimated fees and costs	0.90% p.a.
Recommended minimum investment period	Five years