A high quality credit portfolio designed for investors seeking a listed-only product that has a core focus on capital stability, regular income and low volatility of returns.
Outperform the RBA Cash Rate + 1.50% over a rolling 3-year period.
The portfolio only invests in ASX-listed fixed income securities. There is a maximum number of 20 holdings, with an Investment Grade average credit rating. The portfolio adopts an active investment style while aiming to minimise volatility. 100% of the portfolio is daily liquid subject to ASX trading volumes.
There is no minimum investment amount. The portfolio is available through the Hub24 platform. Contact Us to learn more.
The management fee for the portfolio is 0.26% per annum.
There is no performance fee.
As at 31 October 2023 (Net of Fees)
*Portfolio (Cash Total Return) is net of investment management fees and brokerage costs.
Past performance is not a reliable indicator of future performance.