CFS FC W TTR-Schroder TTR Real Return
FSF9629AU
CFS FC W TTR-Schroder TTR Real Return FSF9629AU 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
funds
Listed Investment Companies monthly performance: July 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).
funds
KiwiSaver Survey | June Quarter 2024
KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.
funds
Listed Investment Companies monthly performance: June 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).
Morningstar Investment Ideas
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Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,323.50 | 30.40 | 0.37% |
| CAC 40 | 7,465.25 | 30.18 | 0.41% |
| DAX 40 | 18,699.40 | 181.01 | 0.98% |
| Dow JONES (US) | 41,393.78 | 297.01 | 0.72% |
| FTSE 100 | 8,273.09 | 32.12 | 0.39% |
| HKSE | 17,369.09 | 128.70 | 0.75% |
| NASDAQ | 17,683.98 | 114.30 | 0.65% |
| Nikkei 225 | 36,581.76 | 251.51 | -0.68% |
| NZX 50 Index | 12,832.55 | 12.27 | 0.10% |
| S&P 500 | 5,626.02 | 30.26 | 0.54% |
| S&P/ASX 200 | 8,099.90 | 24.20 | 0.30% |
| SSE Composite Index | 2,704.09 | 13.03 | -0.48% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Red 5 Ltd RED | 0.33 | 0.03 | 8.20% |
| Latin Resources Ltd LRS | 0.20 | 0.01 | 2.56% |
| Pilbara Minerals Ltd PLS | 2.90 | 0.02 | 0.69% |
| Bowen Coking Coal Ltd BCB | 0.01 | 0.00 | 0.00% |
| Telstra Group Ltd TLS | 3.96 | 0.00 | 0.00% |
| Appen Ltd APX | 1.55 | 0.05 | 3.33% |
| Imugene Ltd IMU | 0.05 | 0.00 | 0.00% |
| South32 Ltd S32 | 3.19 | 0.11 | 3.57% |
| Fortescue Ltd FMG | 17.50 | 0.84 | 5.04% |
| Resolute Mining Ltd RSG | 0.74 | 0.04 | 5.76% |