Schroder WS Plus Fixed income
BTA0545AU
Schroder WS Plus Fixed income BTA0545AU Strategy
The Fund is an actively managed, low volatility strategy that invests in a range of domestic and international fixed income assets with the objective of outperforming the Bloomberg AusBond Composite 0+Yr Index, whilst delivering stable absolute returns over time. The Fund adopts a Core-Plus investment approach whereby a core portfolio comprising of Australian investment grade bonds is complemented by investments in a diverse range of global and domestic fixed income securities.
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
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KiwiSaver Survey | September Quarter 2024
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Listed Investment Companies monthly performance: September 2024
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 Ordinaries | 8,450.90 | 64.30 | -0.76% |
| CAC 40 | 7,226.98 | 199.90 | -2.69% |
| DAX 40 | 19,033.64 | 414.96 | -2.13% |
| Dow JONES (US) | 43,910.98 | 382.15 | -0.86% |
| FTSE 100 | 8,025.77 | 99.42 | -1.22% |
| HKSE | 19,705.97 | 140.91 | -0.71% |
| NASDAQ | 19,281.40 | 17.36 | -0.09% |
| Nikkei 225 | 38,716.37 | 659.72 | -1.68% |
| NZX 50 Index | 12,674.49 | 74.87 | -0.59% |
| S&P 500 | 5,983.99 | 17.36 | -0.29% |
| S&P/ASX 200 | 8,193.40 | 62.20 | -0.75% |
| SSE Composite Index | 3,428.77 | 6.80 | 0.20% |