Finding income in uncertain times

Income-focused. Diversified duration.

Our Fixed Interest Portfolio service invests in a range of funds available across the fixed interest spectrum. Many of which, are only available to our clients through mandates designed especially to help drive returns and add diversification. We aim to achieve a net return materially ahead of inflation – approximately 4-5% per annum.

The carefully selected blend of assets are designed to support a return to investors that should outstrip both cash rates and inflation over the next few years.*

* The Fixed Interest Portfolio Service has a recommended investment period of over 5 years.