Morningstar High Growth Real Return B - Managed Fund

The objective of the Morningstar High Growth Real Return B managed fund is Aims to earn a rate of return that exceeds Consumer Price Index increases by at least 4.5% p.a. over rolling 9 year periods.

The strategy of the Morningstar High Growth Real Return B managed fund is 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 APIR code of the Morningstar High Growth Real Return B managed fund is INT0043AU.

Morningstar High Growth Real Return B’s total return last month was -0.6%. This was made up of a growth return of -0.6% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Morningstar High Growth Real Return B’s total return for the last three months was 2.16%. This was made up of a growth return of 1.83% and an income return of 0.33%%. These returns were calculated as at 31 Oct 2024.

Morningstar High Growth Real Return B’s one-year total return is 22.28%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

Morningstar High Growth Real Return B’s one-year total return is 10.19%. This was made up of a growth return of 7.04% and an income return of 3.15%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Morningstar High Growth Real Return B managed fund is :

The Responsible Entity for the Morningstar High Growth Real Return B managed fund is Morningstar Investment Management Austra.

The Morningstar High Growth Real Return B managed fund belongs to the Multisector Aggressive sector/asset class.

As at 30 Sep 2024, the size of the Morningstar High Growth Real Return B managed fund was $3.49 million.

The Morningstar High Growth Real Return B managed fund has an inception date of 11 May 2001.

The current entry price of the Morningstar High Growth Real Return B managed fund is $1.27057 per unit and the current exit price is $1.26765 per unit (as at 5 Nov 2024).

The current exit price of the Morningstar High Growth Real Return B managed fund is $1.26765 per unit and the current entry price is $1.27057 per unit (as at 5 Nov 2024).

The minimum initial investment amount for the Morningstar High Growth Real Return B managed fund is $500,000. Minimum additional investment is $100000.