Designed for investors seeking a core focus on capital stability, regular income and low volatility of returns.
Outperform the RBA Cash Rate + 1.50% over a rolling 3-year period before fees.
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.
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 0.26% per annum.
There is no performance fee.
*Portfolio (Cash Total Return) is net of investment management fees and brokerage costs.
Past performance is not a reliable indicator of future performance.