Four ways to use the Schroder Real Return Fund in your portfolio

The Schroder Real Return Fund (ASX:GROW) aims to provide a return of 5% above the inflation rate. We seek to do so in a relatively steady manner, and avoid badly-timed drawdowns. As such we see four ways investors can use the Fund in their portfolios. Firstly, we think it is best suited as the core of a portfolio, doing most of the heavy lifting in terms of growth and income generation. A second application would be as a whole of portfolio solution, a good option when scope to diversify is limited. A third application is to simply replace a portion of each asset class, and lastly, as a more liquid substitute for alternative assets. In this short video, we demonstrate how steady the strategy’s returns have been over the last eight years, and provide more detail on the four ways you can use the Schroder Real Return Fund effectively in your portfolio. (VIEW LINK)


Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and...

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