To provide a tax effective income through exposure to high quality convertible and listed debt securities. This is an absolute return product, ie it does not aim to outperform any particular benchmark; it rather aims to provide positive returns over all time periods.

Investment Strategy:

Exposure to a portfolio of different types of hybrid and debit securities. The manager aims to reduce exposure to corporate default. As such, a greater emphasis is placed on the quality of the company issuing the securities rather than searching for higher yield securities which may have a higher probability of default.

Margin Lenders:

Margin Lender	LVR	Website

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.