The portfolio only invests in fixed income through either managed funds or ASX-listed securities. There is a maximum number of 25 holdings, with an Investment Grade average credit rating. The portfolio adopts an active investment style while aiming to minimise volatility. At least 80% of the portfolio is daily liquid.
The portfolio has the similar investment principles and characteristics to that of the BondAdviser Income Plus Portfolio (Listed Securities) which was formed in March 2016, however, this new Blend portfolio has a larger investment universe.