Proudly sponsored by
  •  Alexander Forbes Investments Enhanced Income Fund (A)
The Enhanced Income portfolio seeks to provide a higher level of income capital growth than a traditional income portfolio and money market portfolio. This is done through the use of diverse sources of income with a high emphasis on capital preservation. The portfolio aims to out perform the All Bond Index (BEASSA ALBI 1-3yrs) split index and the median of peers in this category by investing in bonds, fixed deposits, other money market instruments, listed debentures, preference shares of an income nature and listed property shares. The portfolio has a flexible maturity profile instead of a defined modified duration limit.
INSIDER SUBSCRIPTIONS APP VIDEOS RADIO / LISTEN LIVE SHOP OFFERS WEBINARS NEWSLETTERS TRENDING PORTFOLIO TOOL CPD HUB

Follow us:

Search Articles:
Click a Company: