The Funds aims to generate 5% income per annum, net of all fees from a Hybrid capital portfolio with medium volatility.

The fund:

  • Adopts a bottom-up approach investing in high quality issuers, lower down in the capital structure in order to achieve higher returns and enhanced yield
  • Embraces a contrarian but conservative approach to investing

  • Uses no derivatives, equities, leverage or structured products

Fund factsheets
Monthly performance update
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Fund supplements
Regulatory documents
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Fund KIIDs
Key investor information
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Quarterly newsletters
Fund and market updates
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