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
funds
Listed Investment Companies monthly performance: January 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
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 7,966.60 | 36.00 | -0.45% |
| CAC 40 | 7,946.97 | 41.99 | -0.53% |
| DAX 40 | 22,523.35 | 153.06 | -0.67% |
| Dow JONES (US) | 41,062.19 | 288.74 | -0.70% |
| FTSE 100 | 8,525.21 | 15.76 | -0.18% |
| HKSE | 23,462.65 | 137.66 | -0.58% |
| NASDAQ | 17,429.04 | 219.41 | -1.24% |
| Nikkei 225 | 36,790.03 | 29.06 | -0.08% |
| NZX 50 Index | 12,209.05 | 40.50 | -0.33% |
| S&P 500 | 5,556.50 | 42.80 | -0.76% |
| S&P/ASX 200 | 7,749.10 | 37.10 | -0.48% |
| SSE Composite Index | 3,358.73 | 13.20 | -0.39% |