Designed for investors seeking higher income returns than traditional cash investments with a medium risk profile.

Target Return

Outperform the RBA Cash Rate by 3.00% p.a. over rolling 3-year periods before fees.

Portfolio Details

An actively managed, yet relatively concentrated portfolio of ASX-listed credit investments.

How to Invest

There is no minimum investment amount. The portfolio is available through the Hub24 platform. Contact Us to get started.

Fees

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.

Performance

As at 31/06/2021

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

PDS
COMMENTARY
GOT QUESTIONS?

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

invest@bondadviser.com.au
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