Morningstar High Growth Real Return A

INT0042AU

Morningstar High Growth Real Return A INT0042AU Strategy

An actively managed multi-asset Fund with a long term average exposure of around 90% to growth assets such as shares, property, and infrastructure and around 10% 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.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: July 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,091.8030.70-0.34%
CAC 407,818.2278.71-1.00%
DAX 4023,329.24419.62-1.77%
Dow JONES (US)45,757.90125.55-0.27%
FTSE 1009,195.6681.37-0.88%
HKSE26,812.19373.681.41%
NASDAQ22,333.9614.79-0.07%
Nikkei 22544,915.6713.400.03%
NZX 50 Index13,193.0241.87-0.32%
S&P 5006,606.768.52-0.13%
S&P/ASX 2008,816.6031.90-0.36%
SSE Composite Index3,877.5515.680.41%

Market Movers