The Schroder Real Return Fund is designed to target returns above Australian inflation over rolling 3 year periods. The Fund does not have fixed strategic asset allocation benchmarks but instead adopts a forward looking and flexib
le approach to achieve their stated objectives.
The Fund stands in contrast to the traditional multi-asset investment approaches which construct investment portfolios around relatively static asset allocations. Such portfolios implicitly assume that the valuation or relative risk and return of different asset classes are stable through time but the reality is they are not.