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

Aussie small cap fund bags Gold

Morningstar’s Manager Research team awards fund Gold medalist rating in an environment where small caps look positioned to succeed.
funds

The Vanguard experiment enters a new era: How the fund giant is navigating rapid growth

Can Vanguard continue its mission while juggling the new challenges that come from its massive size?
funds

Are LICs licked?

Pressure mounts as discounts widen amid an industry reshaping.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,063.4033.900.38%
CAC 407,784.7642.69-0.55%
DAX 4023,457.54209.27-0.88%
Dow JONES (US)45,991.69129.59-0.28%
FTSE 1009,222.6427.79-0.30%
HKSE26,484.6833.97-0.13%
NASDAQ22,293.45204.40-0.91%
Nikkei 22545,754.93124.620.27%
NZX 50 Index13,153.7927.52-0.21%
S&P 5006,597.5140.46-0.61%
S&P/ASX 2008,773.0035.100.40%
SSE Composite Index3,853.300.34-0.01%

Market Movers