Enjoy monthly distributions with relatively low capital volatility and low or no interest rate duration. As well as income, the Fund offers modest capital growth, some franking credits and daily liquidity.
The Fund’s exposure to more than 100 securities with an average credit rating of BBB+ provides defensive protection against more traditional asset classes and helps mitigate downside risk.
Our large investment team focuses exclusively on Australian fixed income. This depth of insight gives us an edge when building conviction in the best-returning issuers and sectors.
To systematically uncover and exploit sources of value, we apply quantitative and qualitative analysis across an investable universe of more than 5,000 securities.
We complete a relative value analysis of every investment. Our credit risk modelling means we’re continuously assessing the risk versus return to appropriately size our positions.
Our fixed income team employs a disciplined and repeatable investment process, incorporating ESG assessment and backed by leading technologies and proprietary tools.