Quarterly Update
The investment team recap this quarter.
(Note: Filmed 16 October 2025).
FUND OBJECTIVE
The Fund seeks to achieve a total return after fees that exceeds the total return of the Benchmark (Bloomberg AusBond Composite 0+ Yr Index), over rolling three-year periods.
FUND STRATEGY
As a diversified portfolio of government, semi-government, corporate and asset backed securities, this fund aims to be a good diversifier against the equity or growth exposure of an investor’s portfolio.
The Fund seeks to achieve a total return after fees that exceeds the total return of the Bloomberg AusBond Composite 0+ Yr Index, over rolling three-year periods.
In managing the Fund, the Manager applies a range of strategies that include duration and yield curve management, sector allocation and individual security selection.
HEADLINE
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