Designed for investors seeking higher income returns than traditional cash investments with a medium risk profile.
Outperform the RBA Cash Rate by 3.00% p.a. over rolling 3-year periods before fees.
An actively managed, yet relatively concentrated portfolio of ASX-listed credit investments.
There is no minimum investment amount. The portfolio is available through the Hub24 platform. Contact Us to get started.
The management fee for the portfolio is 0.36% per annum.
There is a performance fee of 10.25% of the outperformance of the investment objective.
*Portfolio (Cash Total Return) is net of investment management fees and brokerage costs.