With elevated rates and ongoing market uncertainty, investors are seeking ways to generate stable income while minimising risk. By investing in high-quality credit, the Yarra Enhanced Income Fund offers diversification from traditional asset classes, which is essential to portfolios during market volatility. The Fund aims to deliver higher returns than conventional cash management or term deposits.

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Regular, stable income

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.

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Highly diverse

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.

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Deeply researched

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.

How we invest

To deliver consistent income, we hold a blend of high-quality fixed-income income securities. By assessing the relative value between securities, we can take advantage of market inefficiencies to capture attractive risk-adjusted returns across cycles. The Fund has consistently outperformed its benchmark since inception in June 2003.1

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In-depth analysis

To systematically uncover and exploit sources of value, we apply quantitative and qualitative analysis across an investable universe of more than 5,000 securities.

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Robust risk control

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.

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A proven process

Our fixed income team employs a disciplined and repeatable investment process, incorporating ESG assessment and backed by leading technologies and proprietary tools.

Our Enhanced Income Fund has delivered
a 1-year net return of 8.04%.1

Daily liquidity and monthly income distributions

100+ credit securities typically unavailable to retail investors