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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