INT0038AU Morningstar Growth Real Return Fund

asset_class:
asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: INT0038AU
release_schedule: NO COMMENTARY
structure:
commentary_block:
factsheet_url:

https://investmentcentre.moneymanagement.com.au/factsheets/ah/ggfd/morningstar-growth-real-return-a

 

QUICK LINKS


fund_features:

Morningstar Growth Real Return Fund aims to earn a rate of return that exceeds Consumer Price Index increases by at least 3.5% p.a. over a rolling 7 year periods. An actively managed multi-asset Fund with a long term average exposure of around 70% to growth assets such as shares, property, and infrastructure and around 30% exposure to defensive assets such as cash and fixed interest.

  • The Fund will be invested dynamically across managed funds, direct securities, exchange traded funds, foreign exchange contracts and/or derivatives.
  • The Fund aims to deliver real returns whilst preserving capital over the targeted investment horizon.