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.
Funds News & Analysis
funds
Are you one of the investors that left money on the table?
The latest Mind the Gap research reveals investors are still lagging fund returns.
funds
The investment philosophy that convinced advisers to stop chasing winners
The investment manager that every adviser knows, but many individual investors don’t.
funds
6 Investment Lessons from legendary fund manager
Contrafund’s long-term results stemmed from a disciplined investment process that Danoff refined over more than three decades.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,303.50 | 29.30 | -0.31% |
| CAC 40 | 8,650.56 | 24.38 | -0.28% |
| DAX 40 | 26,299.74 | 31.33 | -0.12% |
| Dow JONES (US) | 53,839.99 | 69.72 | 0.13% |
| FTSE 100 | 10,772.67 | 60.48 | -0.56% |
| HKSE | 25,160.25 | 236.26 | -0.93% |
| NASDAQ | 26,803.03 | 214.54 | 0.81% |
| Nikkei 225 | 68,596.52 | 287.93 | 0.42% |
| NZX 50 Index | 13,821.20 | 4.10 | -0.03% |
| S&P 500 | 7,798.99 | 50.49 | 0.65% |
| S&P/ASX 200 | 9,106.80 | 28.30 | -0.31% |
| SSE Composite Index | 3,918.65 | 8.31 | -0.21% |