Quarterly Update
The investment team recap this quarter.
(Note: Filmed 16 October 2025).
INVESTMENT OBJECTIVE
The Fund seeks to achieve a total return before fees that exceeds the total return of the Benchmark by 0.50% p.a., over rolling three-year periods.
ABOUT THIS FUND
An actively managed portfolio of high quality interest bearing securities that seeks to provide returns in excess of cash and a high level of capital protection.
The Fund seeks to achieve a total return before fees that exceeds the total return of the Bloomberg AusBond Bank Bill Index by 0.50% p.a., over rolling three-year periods.
The Manager applies a range of strategies that include duration and yield curve management (actively managing the maturity profile of the Underlying Fund), sector rotation and individual security selection.
