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: December 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

Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows

We expect worsening credit profiles for both high- and low-quality borrowers.
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).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,257.600.90-0.01%
CAC 408,131.1511.90-0.15%
DAX 4024,933.0832.370.13%
Dow JONES (US)49,412.40313.690.64%
FTSE 10010,148.855.410.05%
HKSE26,765.5216.010.06%
NASDAQ23,601.36100.110.43%
Nikkei 22552,885.25961.62-1.79%
NZX 50 Index13,455.395.35-0.04%
S&P 5006,950.2334.620.50%
S&P/ASX 2008,930.603.900.04%
SSE Composite Index4,132.603.56-0.09%

Market Movers