Income Focussed Funds and Investments

Metrics Income Opportunities Trust seeks to provide investors exposure to a portfolio of private credit investments. The Investment Objective of the Trust is to provide monthly cash income, preserve investor capital and manage investment risks, while seeking to provide potential for upside gains through investments in private credit and other assets

We help wholesale investors generate targeted returns of up to 15% p.a. on real estate secured investments.

Enables sophisticated investors access to an attractive fixed income return, which is largely backed by residential first mortgages. (For Wholesale Investors Only)

Vanguard Australian Government Bond Index ETF seeks to track the return of the Bloomberg AusBond Govt 0+ Yr Index before taking into account fees, expenses and tax.

The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of the U.S. Treasury bond market.

The 360 Capital Mortgage REIT (ASX:TCF) provides investors access to credit opportunities secured by Australian real estate assets. TCF aims to deliver regular monthly income to investors through disciplined asset selection and risk analysis.

HBRD aims to provide investors with attractive monthly income from an actively managed diversified portfolio of hybrids, subordinated bonds, senior bonds and cash. The Fund is overseen by a professional manager that can allocate tactically between these investment types.

QYLD follows a “covered call” or “buy-write” strategy, in which the fund buys the stocks in the Nasdaq 100 Index and “writes” or “sells” corresponding call options on the same index to generate income over and above dividends.

The Fund offers a co-investment opportunity in a diversified portfolio of senior secured corporate loans. (Available for Wholesale Investors Only)

Providing sophisticated investors monthly income distributions by investing in asset backed securities. (For Wholesale Investors Only)

HVST aims to provide franked income that exceeds the net income yield of the broad Australian sharemarket on an annual basis, along with exposure to a diversified portfolio of Australian shares.

A diversified credit portfolio of debt securities issued by companies with robust sustainable practices or the potential to enhance outcomes for society or the planet.

$300m fund, returned over 11%pa since inception 100% 1st Mortgage - zero losses

30BB provides access to attractive returns from a diversified portfolio of high-yielding, investment-grade, Australian corporate bonds maturing in the 12 months leading up to May 2030. The fund targets fixed monthly income payments.

Eastwood Securities Mortgage Fund is a conservative, non-pooled, property mortgage-based investment scheme.