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
Listed Investment Companies monthly performance: September 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
Listed Investment Companies monthly performance: August 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 Ordinaries | 9,218.80 | 79.60 | -0.86% |
| CAC 40 | 8,200.88 | 15.70 | -0.19% |
| DAX 40 | 24,124.21 | 154.42 | -0.64% |
| Dow JONES (US) | 47,823.59 | 117.22 | 0.25% |
| FTSE 100 | 9,756.14 | 59.40 | 0.61% |
| HKSE | 26,346.14 | 87.56 | -0.33% |
| NASDAQ | 23,967.77 | 140.28 | 0.59% |
| Nikkei 225 | 51,307.65 | 1,088.47 | 2.17% |
| NZX 50 Index | 13,409.21 | 6.55 | 0.05% |
| S&P 500 | 6,903.84 | 12.95 | 0.19% |
| S&P/ASX 200 | 8,926.20 | 85.90 | -0.95% |
| SSE Composite Index | 3,988.22 | 8.72 | -0.22% |