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Speak with one of our investment relationship managers about our income focused funds.
With our range of income-generating funds, you can create a passive income while you sleep. Secure your future income for retirement or other life goals whilst still having access to your cash.
What makes us different /
One way to generate a consistent income is through a diversified credit or cash management fund. We aim to provide income investors with choice, security and control over their future income or portfolio growth.
Funds that target a consistent income can play an integral role in an investor’s portfolio and are particularly beneficial for those seeking to preserve their wealth or retirees looking for a supplementary source of income. Our range of funds offers high returns, diversification and low capital volatility. We actively manage all investments to ensure the right mix of assets for maximum returns whilst maintaining a low to medium-risk profile.
We understand that investing for income can be challenging and that not all income investors are alike. Our range of income-generating funds has been structured to allow investors to control the amount of risk they are willing to take.
Lower-risk investors can select a fund with only exposure to investment-grade credit, reducing any potential for loss and providing a consistent income stream. One option is our Cash Management Fund – Term Account. Our Term Account offering has been designed to allow investors to invest their cash for a set 6 or 12-month period. Supported by investment-grade credit assets, the Term Accounts offer a lower-risk profile and will suit investors who want certainty on their withdrawal date or those over 50+ who do not want to take considerable risks. Distributions can be either reinvested and paid at maturity or received on the 15th of each month.
Investors with a higher risk profile looking to accumulate wealth can opt for our Private Credit Fund offering a blended mix of investment-grade and sub-investment grade credit. It provides a higher return on investment and a source of regular income whilst maintaining a low to medium-risk profile. The fund should be no more than 25% of an investor’s portfolio and offers the opportunity to receive monthly distribution or reinvestment for compound growth. Quarterly withdrawals mean investors should not be seeking to rely on disposing of their investment to meet daily obligations.
Choose from our range of income-generating credit funds, which combine the benefits of total return, capital stability and regular income.
Invest your money for 6 months in a high interest, stable investment account.
Invest your money for 12 months in a high interest, stable investment account.
A medium risk, high yield private credit fund. Suitable for wholesale and retail investors who are seeking a high rate of return and regular access to their money.
The benefits of investing for income
Reap the benefits of a regular income stream with funds that achieve consistently high monthly returns. Get your distributions paid directly into your nominated bank account or automatically reinvest.
Invest in a range of managed funds with a minimum investment of just $10,000. Make regular contributions via our online platform or leading investment app.
While maximising income is our primary goal, our funds aim to provide long-term appreciation and attractive risk-adjusted returns. Choose from a range of income generating credit based funds that offer differing risk profiles, allowing investors to select their level of associated returns.
Our income-generating funds are suitable for self-managed super funds. Depending on the chosen fund, they are a cost-efficient and convenient way to generate consistent monthly or quarterly income.
Make the most of your investments with a low-cost fee structure. Unlike other institutions, our fees are minimal providing an increased return to investors. When you invest with us, there are no transaction or withdrawal fees and opening or closing your accounts costs nothing.
View your interest rate, current account balance and make changes to your preferences with ease through our online portal, or mobile app.
Complete transparency, co-investment and more rewarding returns on your money.
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