Income Focussed Funds and Investments

Private credit funding for family farms & agriculture across Australia.

The Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.

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.

Providing investors with exposure to a portfolio of risk-adjusted well structured loans secured against Australian real estate. (For Wholesale Investors Only)

Invest in bonds that potentially pay higher income.

GGOV aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality, long-dated, fixed rate US Treasury bonds, hedged into AUD.

The SPDR® S&P®/ASX iBoxx Australian Government Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian & State Governments 0+ Index.

Invest in a currency hedged portfolio of US Treasuries.

BKI aims to generate an increasing income stream for distribution to shareholders in the form of fully franked dividends through long term investment in a portfolio of assets that are also able to deliver long term capital growth to shareholders.

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

MA Credit Income Trust (MA1) is an Listed investment trust. The Fund allows Investors to access, via the Underlying Fund and Underlying MA Financial Credit Funds, a diversified portfolio of private credit investments, representing the company's private credit strategies.

The objective of the Portfolio is to outperform the UBS Bank Bill Index (0+yr) Maturity (SBCBB) over a three year period.

The Fund provides an opportunity for Wealth Managers to access cash-based products designed with specific considerations to their core needs across returns, liquidity, administration, and reporting. (For Wholesale Investors Only)

This Fund aims to provide you with long-term returns that exceed the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.

"Risk-Off Capital" Investment, Lowest Default Risk Credit Market, Asset-Backed, Financing the Real Economy, Essential Global Trade.