To provide regular income, including tax-effective income, and some capital growth by investing predominantly in a broad selection of Australian shares and other securities

Investment Strategy:

The option’s strategy is to focus on income generation by investing in Australian shares and hybrid securities. The option uses derivatives to generate additional income and adjust the risk and return characteristics of the portfolio and individual holdings. In the selection of Australian shares, the option utilises our Core Equity investment process, which focuses on companies that have been mispriced by the market. Suitable companies are identified by detailed fundamental research, including a high number of company visits and utilising a proprietary database to analyse company financials. On occasion, the option may opportunistically short sell securities. The option predominantly invests in Australian dollar denominated securities and therefore does not hedge currency risk.

Margin Lenders:

Margin Lender	LVR	Website
BT Margin Lending	75%	BT

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.