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Overview of the Fund |
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Our current portfolio holdings |
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Keen to learn more about this Fund? |
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 are primarily concerned with maintaining the capital value of their investment. Regular withdrawals are available from the Fund.
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-.
