Morningstar Moderate Real Return A

INT0034AU

Morningstar Moderate Real Return A INT0034AU Strategy

An actively managed multi-asset Fund with a long term average exposure of around 30% to growth assets such as shares, property, and infrastructure and around 70% exposure to defensive assets such as cash and fixed interest. The Fund will be invested dynamically across managed funds, direct securities, exchange traded funds, foreign exchange contracts and/or derivatives. The Fund aims to deliver real returns whilst preserving capital over the targeted investment horizon.
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.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: November 2025

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).
funds

What’s next for Bitcoin? VanEck’s Sigel on the crypto plunge and outlook

Sigel explains the leverage-driven selloff and his view of the long-term bull case for crypto.
funds

AFIC on the speculative ASX boom, opportunities, and LIC discounts

AFIC CEO Mark Freeman speaks on NTA discount and prospects for the LIC looking forward

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,000.7041.300.46%
CAC 408,111.8039.58-0.49%
DAX 4024,262.8225.58-0.11%
Dow JONES (US)48,134.89183.040.38%
FTSE 1009,839.4158.01-0.59%
HKSE25,801.77111.240.43%
NASDAQ23,307.62301.261.31%
Nikkei 22550,402.39895.181.81%
NZX 50 Index13,508.30174.901.31%
S&P 5006,834.500.000.00%
S&P/ASX 2008,699.9039.700.46%
SSE Composite Index3,917.3626.920.69%

Market Movers