Schroder WS Plus Real Return CPI Plus 5%

WFS0866AU

Schroder WS Plus Real Return CPI Plus 5% WFS0866AU 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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KiwiSaver Survey | December Quarter 2024

The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 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

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Index
Last price
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All Ordinaries8,633.405.000.06%
CAC 407,854.9295.25-1.20%
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Dow JONES (US)44,421.91122.75-0.28%
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SSE Composite Index3,250.602.03-0.06%

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