Includes large well-known Australian companies
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FOCUS SERIES
Our Fixed Interest Fund provides a reliable income stream through investment in fixed income securities.
The fund invests in a diversified portfolio of Australian government bonds, corporate bonds, and other fixed income securities.
It suits investors seeking regular income and capital preservation with lower volatility than equity investments.
Includes large well-known Australian companies
| Investment Universe | Benchmark | Emphasis | Diversification | Strategy Inception | Management Fee |
|---|---|---|---|---|---|
| Primarily Australian Fixed Interest including corporate bonds, listed sub-debt, listed hybrids and cash. | Bloomberg Ausbond Credit 0+Y Index | Low volatility income | 55-65 | 1 December 2021 | 0.70% |
Portfolio Manager: Ashley Cox.
Chief Investment Officer: Peter Durbin.
Lead Portfolio Manager: Luke Durbin.
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