The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods.

• Core fixed income solution – Fund invests in a broad portfolio of Australian government, semi-government, corporate bonds and other eligible fixed income securities. 
• Regular attractive income – Income paid monthly, and aims to exceed income paid on cash and term deposits. 
• Diversification & defence – Australian bonds have historically tended to rise in value when Australian shares have fallen, providing diversification benefits and defensive characteristics to portfolios. 
• Professional active management – Experienced investment management team seeks to add value through a number of sources, including interest rate management (duration and yield curve positioning) and sector and security selection. 
• Strong risk management focus – Disciplined portfolio construction maintains a key focus on managing interest rate risk by limiting duration to one year away from the benchmark. 
• Liquidity – Available to trade on ASX like any share, capital not locked away like term deposits. 
• Transparent – Portfolio holdings, value of the Fund’s assets, yield information and net asset value per unit available daily on our website.