Designed for investors seeking an income strategy with low levels of volatility through the cycle. The portfolio is focused on financial capital with a heavy weighting to domestic hybrid securities.

Target Return

Outperform RBA Cash Rate + 3.0% over a rolling 5 year period after franking & fees.

Portfolio Details

The portfolio only invests in Australian or New Zealand domiciled financial capital issues. The portfolio adopts an active investment style while aiming to minimise volatility.

Distribution

Quarterly

How to Invest

Contact Us to learn more.

Fees

The management fee for the portfolio is 0.70%.
There is no performance fee.

APIR CODE

EVO3184AU

INCEPTION

1 June 2022

*Portfolio (Cash Total Return) is net of investment management fees and brokerage costs.

Past performance is not a reliable indicator of future performance.

INFORMATION MEMORANDUM
EXECUTIVE SUMMARY
INVESTMENT OPPORTUNITIES

Contact the BondAdviser team for more details or to get started.