CFS FC-Schroder Real Return
FSF1614AU
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.
Funds News & Analysis
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Why LICs may be close to bottoming
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.
funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common
funds
Listed Investment Companies monthly performance: February 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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- Active Australian Equity Funds
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- Active Australian Listed Property Funds
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Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 7,799.60 | 99.30 | -1.26% |
| CAC 40 | 8,023.26 | 41.75 | 0.52% |
| DAX 40 | 17,837.40 | 67.38 | 0.38% |
| Dow JONES (US) | 37,775.38 | 22.07 | 0.06% |
| FTSE 100 | 7,877.05 | 29.06 | 0.37% |
| HKSE | 16,204.35 | 181.52 | -1.11% |
| NASDAQ | 15,601.50 | 81.87 | -0.52% |
| Nikkei 225 | 37,129.49 | 950.21 | -2.50% |
| NZX 50 Index | 11,796.21 | 39.83 | -0.34% |
| S&P 500 | 5,011.12 | 11.09 | -0.22% |
| S&P/ASX 200 | 7,548.80 | 93.30 | -1.22% |
| SSE Composite Index | 3,064.44 | 9.79 | -0.32% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Imugene Ltd IMU | 0.07 | 0.01 | -7.05% |
| Sayona Mining Ltd SYA | 0.03 | 0.00 | -4.41% |
| Australian Vanadium Ltd AVL | 0.02 | 0.00 | -6.25% |
| Pantoro Ltd PNR | 0.09 | 0.00 | 0.00% |
| The Star Entertainment Group Ltd SGR | 0.41 | 0.01 | -2.38% |
| Zip Co Ltd ZIP | 1.10 | 0.04 | -3.29% |
| Pilbara Minerals Ltd PLS | 3.82 | 0.11 | -2.68% |
| Alligator Energy Ltd AGE | 0.05 | 0.00 | -1.82% |
| Telstra Group Ltd TLS | 3.66 | 0.02 | -0.41% |
| Evolution Mining Ltd EVN | 4.07 | 0.07 | 1.63% |