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.
Outperform RBA Cash Rate + 3.0% over a rolling 5 year period after franking & fees.
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.
The management fee for the portfolio is 0.70%.
There is no performance fee.
$1.0398 (15 November 2023)
Past performance is not a reliable indicator of future performance.