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CFS FC-Schroder Real Return

FSF1614AU
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CFS FC-Schroder Real Return FSF1614AU Strategy

Schroder’s approach to inflation plus (or real return) investing is to choose the portfolio that has the highest probability of achieving the required return objective over the investment horizon, and the least expected variability around this objective. The fund employs an objective based asset allocation framework in which both asset market risk premia, and consequently, the asset allocations of the fund are constantly reviewed. The fund may hedge up to 100% of its currency exposure.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

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Listed Investment Companies monthly performance: March 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Why LICs may be close to bottoming

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Markets

Index
Last price
Change
% Change
All Ordinaries 7,937.50 0.40 -0.01%
CAC 40 8,091.86 13.92 -0.17%
DAX 40 18,088.70 48.95 -0.27%
Dow JONES (US) 38,383.38 120.31 -0.31%
FTSE 100 8,040.38 4.43 -0.06%
HKSE 17,201.27 372.34 2.21%
NASDAQ 15,666.59 30.05 -0.19%
Nikkei 225 38,460.08 907.92 2.42%
NZX 50 Index 11,946.43 143.15 1.21%
S&P 500 5,055.93 14.62 -0.29%
S&P/ASX 200 7,683.00 0.50 -0.01%
SSE Composite Index 3,044.82 22.84 0.76%

Market Movers

Name
Last price
Change
% Change
Zip Co Ltd ZIP 1.15 0.07 -5.74%
Telstra Group Ltd TLS 3.67 0.02 -0.54%
The Star Entertainment Group Ltd SGR 0.40 0.02 -3.61%
South32 Ltd S32 3.31 0.01 -0.30%
Base Resources Ltd BSE 0.25 0.03 11.11%
Cleanaway Waste Management Ltd CWY 2.71 0.30 -9.97%
Macmahon Holdings Ltd MAH 0.26 0.01 2.00%
Tabcorp Holdings Ltd TAH 0.73 0.01 -1.35%
Chalice Mining Ltd CHN 1.16 0.13 -10.12%
Stockland Corp Ltd SGP 4.39 0.07 -1.57%