ANZ OA IP-Schroder Real Return Trust EF

ANZ0824AU

ANZ OA IP-Schroder Real Return Trust EF ANZ0824AU Strategy

The Underlying Fund is managed to an objective based multi-asset strategy. The Underlying Fund uses a dynamic approach to asset allocation to take full advantage of the opportunities presented in the market. The diverse nature of the Underlying Fund’s investment universe and broad investment ranges ensures that it has the flexibility to effectively and efficiently allocate to and select those assets that in combination target the greatest probability of achieving the Underlying Fund’s investment objective in all market environments.
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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Listed Investment Companies monthly performance: November 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).
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Chart of the week: A reliable predictor of the success of an investment

This week's chart of the week looks at the impact of fees on the success of funds.
funds

Listed Investment Companies monthly performance: October 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 Ordinaries8,471.5018.800.22%
CAC 407,282.6910.370.14%
DAX 4019,848.7735.98-0.18%
Dow JONES (US)43,297.03390.080.91%
FTSE 1008,136.9934.270.42%
HKSE20,098.29215.161.08%
NASDAQ20,031.13266.241.35%
Nikkei 22539,568.06437.631.12%
NZX 50 Index13,074.7486.710.67%
S&P 5006,040.0465.971.10%
S&P/ASX 2008,220.9019.300.24%
SSE Composite Index3,393.5342.271.26%

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