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Income strategies

Our income strategies aim to deliver a stable monthly income that investors can rely on as well as protecting capital from the harmful effects of inflation over the long term.

The strategies are globally diversified and consist of a wide range of income generating assets including global equities, bonds and property. They aim to distribute stable monthly payments and quarterly top-up payments. 

There are two income strategies which map directly to our cautious and balanced risk profiles. The majority of our client assets are invested at these risk levels, so we believe these solutions will appeal to a broad range of income-seeking investors.

The current expected yield for our Income strategy is 3.3% and for our Income Plus strategy it is 3.8% (as at 31 December 2017).

  • Performance benchmark CPI + 2% p.a. over a rolling five year period
  • For investors looking for some growth with limited risk
  • Sustainable, attractive levels of income
Income Plus
  • Performance benchmark CPI + 3% p.a. over a rolling five year period
  • For investors who have a medium tolerance to risk
  • Aiming for higher levels of sustainable income

Past performance is not a reliable indicator of future results.