Income Funds in Australia

A highly diversified portfolio of fixed income assets aiming to provide investors with a minimum distribution equal to the RBA Cash Rate plus 3% per annum, paid monthly, and preservation of capital over rolling 3-year periods after payment of distributions.

The Arculus Fixed Income Fund aims to provide income and capital stability by investing in Australian sovereign and senior bank bonds, targeting a return of the 90-day BBSW rate plus 1.5%.

The High Yield Fund offers fixed income credit products otherwise not available to retail investors, targeting capital stable higher yielding assets.

The Arculus Preferred Income Fund is a domestic fixed income portfolio invested in Australian Government and Semi Government Bonds, Corporate Senior & subordinated Bonds, and cash.

The Ord Minnett Australian Listed Interest Rate Securities Portfolio aims to generate a reliable income stream from a portfolio of quality listed interest rate securities issued by Australian companies, while striving to preserve and grow the capital value over a minimum three-year horizon.