Exposure to hybrids and credit helps our Fund deliver higher returns 

The Yarra Enhanced Income Fund invests in high-quality Australian credit and hybrid securities to deliver better returns than traditional cash management and fixed income investments. Not only does it pay regular monthly distributions with relatively low capital volatility, but it also offers modest capital growth with some franking credits. 

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Regular, stable income

Delivers higher returns than traditional cash management and fixed income investments with minimal interest rate duration.

See how we've performed

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Highly Diverse

Exposure to more than 100 securities provides defensive protection against traditional asset classes and helps mitigate downside risk.

Here's what's in the mix

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Actively Managed

To achieve the optimal risk/reward outcomes, the Fund is actively managed by a large team
of fixed income specialists.

Meet the team

 Our Enhanced Income Fund has delivered a 1-year total net return of 8.97%¹

How hybrids deliver the best of both worlds

Hybrid securities combine elements of debt and equity. Just like bonds and shares, they are a way for companies and banks to raise capital, typically offering investors interest or income payments (coupons) in return for their investment.

From a risk and return perspective, hybrids sit somewhere in the middle between traditional fixed income securities and shares – offering higher returns than cash or bonds with less volatility than equities.

Holding a blend of high-yielding fixed income and hybrid securities in the Fund introduces greater diversification, which helps reduce risk. It also lets investors access a managed portfolio of securities that are typically not available to individual retail investors.

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Why it pays to invest in our Enhanced Income Fund

Minimise your downside risk and diversify your investment portfolio.

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Benefit from an actively managed and predominantly floating rate exposure.

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Access higher returns with potential capital growth and franking credits.

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Profit from anticipated movements in interest rate or equity prices.

An actively managed fund that aims to deliver higher returns than traditional fixed income investments, but with less volatility than shares.

How to invest