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
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Index | Last price | Change | % Change |
|---|---|---|---|
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| CAC 40 | 8,116.76 | 0.00 | 0.00% |
| DAX 40 | 25,361.15 | 215.30 | -0.84% |
| Dow JONES (US) | 52,064.10 | 316.56 | -0.60% |
| FTSE 100 | 10,616.46 | 7.54 | 0.07% |
| HKSE | 24,815.66 | 138.81 | -0.56% |
| NASDAQ | 26,081.72 | 171.62 | -0.65% |
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| NZX 50 Index | 13,580.33 | 130.68 | -0.95% |
| S&P 500 | 7,591.70 | 44.66 | -0.58% |
| S&P/ASX 200 | 8,741.20 | 23.30 | 0.27% |
| SSE Composite Index | 3,887.78 | 46.62 | -1.19% |