A fixed-income
fund manager
We employ an actively managed, risk-first and income-focused investment strategy, targeting opportunities in the highly regulated Australian financial fixed income markets.
Our Investment Universe includes:
Ten years of strong returns
Distinguished track record
An investment universe of top financial institutions
Sydney, Melbourne and Brisbane
We believe in the strength of the Australian
banking system
The Australian Prudential Regulation Authority (APRA) has helped establish one of the safest and most resilient financial systems globally. Australia’s banking sector is recognised for its strong capital and liquidity positions, conservative lending practices, and robust regulatory oversight.
Strong Historical Returns
After ten years of prudent management, investors in the Fund have experienced
strong returns that have meaningfully outperformed the Solactive Australian Hybrid Index and RBA Cash Rate.
6.34% p.a.
Since September 2015
The fund has provided investors above benchmark returns through a highly active and tactical approach to selecting securities.
+1.53% p.a.
Above the Hybrid Index
The Solactive Australian Hybrid Securities Index represents the performance of a passive portfolio of hybrid securities.
+4.20% p.a.
Above the RBA Cash Rate
Historically the fund has provided a significant margin above the RBA Cash Rate that has returned just 2.14% p.a. since September 2015.