asset_category: 21-40% Growth Assets - Multi-Manager
peer_benchmark: Multi-Asset - 21-40% Multi-Manager Index
broad_market_index: Multi-Asset Moderate Investor Index
manager_contact_details: Array
ticker: INT0034AU
release_schedule: NO COMMENTARY
fund_features:
Morningstar Moderate Real Return Fund is an actively managed multi-asset Fund with a long term average exposure of around 30% to growth assets such as shares, property, and infrastructure and around 70% exposure to defensive assets such as cash and fixed interest. It aims to earn a rate of return that exceeds Consumer Price Index increases by at least 1.0% p.a. over rolling 3 year periods. The Fund will be invested dynamically across managed funds, direct securities, exchange traded funds, foreign exchange contracts and/or derivatives.
structure: Managed Fund