Designed for investors seeking an income strategy with low levels of volatility through the cycle. The portfolio is focused on financial capital with a heavy weighting to domestic hybrid securities.
Target Return
Outperform RBA Cash Rate + 3.0% over a rolling 5 year period after franking & fees.
Portfolio Details
The portfolio only invests in Australian or New Zealand domiciled financial capital issues. The portfolio adopts an active investment style while aiming to minimise volatility.
Distribution
Quarterly
How to Invest
Begin with our Investment Application
FEES
The management fee for the portfolio is 0.70%.
There is no performance fee.
APIR CODE
EVO3184AU
INCEPTION
1 June 2022
UNIT PRICE
$1.0398 (15 November 2023)
PERFORMANCE
As at 31 October 2023
Past performance is not a reliable indicator of future performance.
