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Schroder Real Return Fund (Managed Fund)

Fund Manager: Schroders
Inception Date: Aug 16, 2016

Two new exchange traded managed funds (ETMFs) give investors access to "real return" strategies without having to use platforms. The Schroder Real Return Fund (Managed Fund) was launched on August 16 (ASX:GROW). The AMP Capital Dynamic Markets Fund (Hedge Fund) was started on August 5 (ASX:DMKT). The former is based on Schroders' Real Return CPI Plus 5% fund, while the latter is based on the AMP Capital Dynamic Markets Fund. Annual returns over four years are 6.67 per and 8.02 per cent respectively, says Dugald Higgins, senior investment analyst at Zenith Investment Partners. The Schroders fund targets returns of 5 per cent above inflation (before fees) over rolling three-year periods. The AMP fund's goal is inflation plus 4.5 per cent over rolling five-year stretches. [More]

Schroders joins exchange-quoted managed fund game

Financial Standard - Aug 16, 2016

Schroders has joined Magellan, K2 Asset Management and AMP Capital in launching an ASX-quoted version of one of its managed funds. The Schroder Real Return Fund (Managed Fund) is based on the firm's successful Real Return CPI Plus 5% fund - which at 31 July 2016 had delivered a 6.4% p.a. return after fees to investors since inception in October 2008. The fund is one of the longest running global multi-asset funds targeting real returns with low volatility for Australian investors. [More]

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