Fortlake Real-Higher Income
TAL0284AU
Fortlake Real-Higher Income TAL0284AU Strategy
The fund invests mainly in investment-grade corporate bonds, inflation derivatives, credit derivatives, interest rate derivatives, bank bills, NCDs and other deposit products. The fund may also use derivatives to gain exposure to non- Australian interest rates. The strategy utilises a variety of institutional techniques, including a combination of inflation hedges, overlays, arbitrage strategies and short-to-medium term investment-grade bond opportunities to generate real returns above the RBA cash rate. The fund aims to hedge currency risk.
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.
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Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,922.70 | 11.80 | 0.13% |
| CAC 40 | 8,130.50 | 56.43 | -0.69% |
| DAX 40 | 25,537.53 | 179.18 | -0.70% |
| Dow JONES (US) | 51,778.04 | 316.14 | 0.61% |
| FTSE 100 | 10,745.40 | 70.74 | -0.65% |
| HKSE | 24,750.78 | 146.49 | 0.60% |
| NASDAQ | 26,418.30 | 439.87 | 1.69% |
| Nikkei 225 | 65,018.95 | 882.70 | 1.38% |
| NZX 50 Index | 13,739.14 | 17.45 | -0.13% |
| S&P 500 | 7,637.76 | 85.95 | 1.14% |
| S&P/ASX 200 | 8,731.20 | 1.20 | -0.01% |
| SSE Composite Index | 3,911.87 | 36.27 | 0.94% |