Filed with ASX · · 3 pages · English
The report outlines the fund's strategy to achieve returns above inflation while managing risks associated with various asset classes. It includes performance statistics, asset allocation, and risk ratios, providing insights into the fund's financial health and investment approach. The document also highlights the fund's top holdings and sector allocations, giving investors a comprehensive view of its current positioning.
Written by 6ix AI from the company’s filing. How 6ix writes summaries
Learn more about Schroders' funds visit: schroders.com.au1Fund objectives and investment policyTo achieve a return of CPI plus 4% to 5% p.a. before fees over rolling 3-year periods while minimising the incidence and size ofnegative returns in doing so. CPI is defined as the RBA’s Trimmed Mean, as...
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