Risk is far higher than volatility suggests
Market risk is building, despite a lack of evident market volatility. The recent poor performance of REITs highlights the significant repricing that is possible if central banks lose their influence over rates markets. Low, steady returns at least imply capital preservation, at a minimum, as well as the liquidity to be opportunistic. Schroders believes that a 5% return above the inflation rate over the medium-term is still an appropriate and achievable return objective. This is exactly what we have successfully achieved over the last 8 years with our Real Return Strategy. Explore our website for further insights, including a video overview of the Fund and a recent paper titled “Achieving real returns in a low growth world” which draws seven important implications for investors seeking returns over the medium-term. (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...