Morningstar Growth Real Return A

INT0038AU

Morningstar Growth Real Return A INT0038AU Strategy

An actively managed multi-asset Fund with a long term average exposure of around 70% to growth assets such as shares, property, and infrastructure and around 30% 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

New Zealand ESG Funds draw bumper inflows in Q2 2026

Flows into ESG Intentional managed funds and ETFs in New Zealand attracted over NZD 500 million which was treble the average inflows of the prior four quarters.
funds

The 10 US stocks top fund managers are selling in a jittery market

Top investors have been selling these stocks recently.
funds

The index fund turns 50: How Jack Bogle changed investing forever

Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,922.7011.800.13%
CAC 408,065.02121.91-1.49%
DAX 4025,304.06412.65-1.60%
Dow JONES (US)51,682.6495.40-0.18%
FTSE 10010,659.13157.01-1.45%
HKSE24,750.78146.490.60%
NASDAQ26,522.54104.250.39%
Nikkei 22565,018.95882.701.38%
NZX 50 Index13,739.1417.45-0.13%
S&P 5007,650.5012.740.17%
S&P/ASX 2008,731.201.20-0.01%
SSE Composite Index3,911.8736.270.94%

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