The RSMR monthly fund update - the new recruits from our June review

30 Jun 2022

The RSMR monthly fund update - the new recruits from our June review

Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval. 


Here are the new recruits from our June review: 

Cohen & Steers Diversified Real Assets Fund

The Cohen & Steers Diversified Real Assets Fund seeks to offer investors a positive total return over the long-term and aims to maximise real returns during inflationary environments. The team draws on four asset classes which have differing degrees of sensitivity to inflation, be it as an input or a beneficiary from realised inflation.

The fund offers investors exposure to inflation sensitive assets through a diversified portfolio which seeks to capture unexpected inflation. The manager brings together a blend of asset classes that he believes are pertinent to the prevailing economic conditions in order to benefit from inflationary trends. This fund offers a broad exposure to assets which lead inflation but also those that benefit from inflation through contracted income which is linked to inflation. There is the risk that the fund is impacted by negative economic events and users should bear this in mind when investing.

Click here to read the full profile


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This information is for UK Professional Advisers only and should not be given to retail clients.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.

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