Scroll
Overview of the Fund What we like about companies in our portfolio Keen to learn more about this Fund?

Overview
of the Fund

Our current
portfolio holdings

Keen to learn
more about this Fund?


DOWNLOAD FACT SHEET »


DOWNLOAD  PORTFOLIO »


REQUEST INFO PACK »

Overview of the Fund

Overview of the Fund


DOWNLOAD FACT SHEET »

What we like about companies in our portfolio

Our current portfolio holdings


Download portfolio »

Keen to learn more about this Fund?

Keen to learn more about this Fund?


REQUEST INFO PACK »

Cash and fixed interest plays an important stabilising role in any investment portfolio. We think of it as something of a financial umbrella - historically offering more stable, though lower, returns over the long term and greater protection in difficult market conditions.

This all-weather fund aims to deliver stable, competitive returns over the medium-term.

The Income Fund is an actively managed, globally diversified portfolio of cash and fixed interest investments. Combining our rigorous investment research with active portfolio management we aim to smooth out your investment journey. The Fund does not invest in equities as we know these assets can add more risk than we know some clients are comfortable with.

The Fund is suitable for investors looking to invest within the relative safety of cash and fixed interest and who like the idea of receiving a regular and stable income over time. Monthly distributions are paid and you can elect to reinvest these to compound over time as well.

We believe the Fund offers a compelling alternative to bank deposits. While returns are not guaranteed your money is invested throughout the world in a wide range of industries and sectors that are not available in Australasia, providing added diversification. You can also access your money at any time and there is a low minimum for investment.

The portfolio has a weighted average credit quality equivalent to a Standard & Poor's rating of A-.

Is there anything we
can help you with?