Income Focussed Funds and Investments

The fund aims to provide investors with the performance of an index before fees and expenses that is designed to measure the AUD hedged performance of fixed rate, high yield corporate bonds across global developed markets.

The KKR Credit Income Fund aims to provide Australian and New Zealand investors with attractive, risk-adjusted returns and access to a diversified portfolio of income generating alternative credit investments

DUI is a listed investment company founded in 1991 which invests in Australian and international equities. The Company seeks to provide income and capital appreciation over the longer term to its shareholders through a portfolio of securities predominantly comprising shares of companies listed on the ASX with additional exposure to international markets.

Plato Income Maximiser Limited (the ‘Company’, ASX:PL8) offers Australian investors the opportunity to invest in an actively managed, diversified portfolio of Australian shares with an income focus.

US10 aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of fixed rate 7-10 year US Treasury bonds, hedged into AUD.

TermPlus aims to provide everyday Australian investors with stable, attractive monthly income, offering a simple and stress-free way to achieve competitive returns.

Alternative Investment Trust (AIQ or the Trust) is listed on the Australian Stock Exchange (ASX) and has exposure to a portfolio of leading international absolute return funds and selected direct investments in subordinated debt and equity co-investments.

OTG Capital pools investor funds into a portfolio of commercial loans providing monthly income that is secured against first & second mortgage collateral over properties in Austalia's popular East Coast city locations (wholesale investors only)

AGVT aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality bonds issued by Australian federal and state governments, and with a component issued by supranationals and sovereign agencies.

The Premium Income Fund offers Retail and Wholesale Investors the opportunity to invest in a pool of commercial loans, secured by mortgages over real Australian property.

The Mutual Income Fund is a portfolio of debt instruments issued by the major Australian banks and other Australian Authorised Deposit-taking Institutions (ADIs).

Perpetual Diversified Income Active ETF (ASX: DIFF) invests in a diversified core portfolio of liquid, investment-grade credit securities, actively managed by Perpetual

Vanguard International Fixed Interest Index (Hedged) ETF seeks to track the return of the Bloomberg Global Treasury Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax.

The Fund provides secured debt facilities to non-bank lenders ​​and corporates with physical and/or financial assets that can provide asset backing. (For Wholesale Investors Only)

Consistent returns aiming for cash + 1.50%