Global Income Equity Funds

The Fund seeks to deliver monthly distributable income and equity market exposure with lower volatility.

Seeking opportunities for consistent income with lower volatility

The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC).

JPMorgan Global Equity Premium Income (Hedged) Complex ETF (ASX:JHGA) aims to provide income and long-term capital growth.

Designed to provide current income while maintaining prospects for capital appreciation.

Benchmarked against the MSCI World Index, the JPMorgan Global Equity Premium Income Complex ETF (JEGA) seeks to deliver a monthly income stream through dividends and option premiums. The ETF allows investors to access a total return portfolio that seeks to achieve lower volatility relative to the benchmark.

The fund aims achieve a (total) return equal to Benchmark (Bloomberg AusBond Bank Bill Index) plus 2% net of fees and expenses over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant fixed income investments

Invest in a selection of low volatility high dividend-paying companies.

Designed to provide current income while maintaining prospects for capital appreciation.

UMAX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX does not aim to track an index.

The Fund aims to outperform the Bloomberg AusBond Bank Bill Index (Benchmark) over the medium term (before fees). It also aims to provide higher income returns than traditional cash investments regardless of interest rates or economic cycles.

The Vanguard Diversified Income ETF seeks to provide regular income and some capital growth potential via exposure to a highly diversified, multi asset portfolio.

The Plato Global Shares Income Fund is a long-only equity income fund that aims to maximise retirement income for pension phase investors and SMSFs.

QMAX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market. In addition, the Fund aims to provide lower overall volatility than the underlying Nasdaq 100 Index. QMAX does not aim to track an index.