EON 64: GROW

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Manage episode 162752930 series 1080272
By Mark Wenzel and Mark Wenzel - Principal EON Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

EON speak to Oliver Trusler from Schroders about the newly listed Exchange Quoted Managed Fund - GROW. GROW has a real return objective of Consumer Price Index (Inflation) + 5%.

A real return objective is an alternative strategy to the traditional Asset Allocation model. The Real Return model allows for greater involvement from the manager to allocate assets to achieve their objective, taking into account of prevailing market conditions. The end result should be a more consistent return with lower risk.

Oliver provides great insight into how to construct a Real Return style portfolio, how the portfolio is positioned in the current environment, risks that could increase the volatility in markets and how you can use GROW in your Self Managed Super Fund.

Compound your Wisdom!

81 episodes