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This Product Disclosure Statement (PDS) provides detailed information on the Schroder Real Return Fund, including investment objectives, risks, fees, how to invest and withdraw, and legal relationships
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How to fill out Schroder Real Return Fund – Client Class

01
Obtain the required application form for the Schroder Real Return Fund – Client Class.
02
Fill in your personal details, including name, address, and date of birth.
03
Provide your contact information, such as phone number and email address.
04
Specify the amount you wish to invest in the fund.
05
Select your preferred payment method for the investment.
06
Review any risk disclosures and fund information provided in the application.
07
Sign and date the application form to confirm your acceptance of the terms.
08
Submit the completed application along with any required documentation to the fund provider.

Who needs Schroder Real Return Fund – Client Class?

01
Investors seeking to preserve their capital against inflation.
02
Individuals looking for long-term capital growth with an inflation-linked return.
03
Institutional investors needing a diversified investment exposure to real assets.
04
Clients wanting a professionally managed fund with a focus on real returns.
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People Also Ask about

The real rate of return shows the actual profit from an investment after accounting for inflation. It reflects how much your money's purchasing power grows over time. Calculated by adjusting the nominal return for inflation, it provides a clearer picture of the true value investors gain.
Schroder Real Return Fund - WC's one-year total return is 10.29%. This was made up of a growth return of 5.38% and an income return of 4.91%. These returns were calculated as at 30 Jun 2025.
Schroder ISF This broad range covers all the main asset classes and geographies. With choices across the risk spectrum, investors can select the fund that matches their long-term objectives.
What are real return funds? Real return funds are designed to provide investors with a higher certainty of achieving a real return objective with a lower level of risk and lower sensitivity to extreme market events.
Schroder Specialist Private Equity's one-year total return is 10.79%. This was made up of a growth return of 10.79% and an income return of 0%. These returns were calculated as at 31 May 2025.
Schroders is well suited to investors seeking a reputable, full service investment firm with a global presence and a strong heritage. Its broad range of services, from traditional asset management to access to private markets and ESG-focused funds, appeals to both institutional and high-net-worth individual investors.
As a leading global asset manager, Schroders offers a comprehensive range of funds covering the world's investment markets. Our Luxembourg-registered SICAVs encompass all the various asset classes and are designed to meet the needs of all investors.

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The Schroder Real Return Fund – Client Class is an investment fund designed to provide investors with a return that aims to outpace inflation over the long term by investing in a diversified portfolio of assets.
Investors in the Schroder Real Return Fund – Client Class who are subject to specific reporting requirements or regulations related to their investment activities in the fund may be required to file relevant documentation.
To fill out the Schroder Real Return Fund – Client Class form, investors should provide personal identification information, investment amounts, and agree to the terms and conditions of the fund. Detailed instructions are typically provided in the fund documentation.
The purpose of the Schroder Real Return Fund – Client Class is to help investors achieve long-term capital appreciation and protect against inflation by investing in a range of asset classes.
The information that must be reported typically includes the investor's name, contact details, investment amount, payment details, and any relevant tax identification numbers, as well as information about the source of funds and investment goals.
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