Designed for investors seeking a core focus on capital stability, regular income and low volatility of returns.

Target Return

Outperform the RBA Cash Rate + 1.50% over a rolling 3-year period.

Portfolio Details

The portfolio only invests in fixed income. There is a maximum number of 20 holdings, with an Investment Grade average credit rating. The portfolio adopts an active investment style while aiming to minimise volatility.

How to Invest

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

Fees

The management fee for the portfolio is 0.26% per annum.
There is no performance fee.

INCEPTION

31 March 2016

Performance

As at 31 December 2021

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

Past performance is not a reliable indicator of future performance.

PDS
COMMENTARY
INVESTMENT OPPORTUNITIES

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