Overview

The objective of the Enhanced Income Fund is to provide a return in excess of Barclays Benchmark Overnight USD Cash Index, whilst maintaining a high degree of capital preservation.

Investor Profile

This fund is suitable for investors who are seeking an alternative to cash via a diversified portfolio of highly liquid money market and short dated fixed term investments.

Fund Facts

Risk Rating
Conservative
Benchmark
Barclays Overnight USD Cash Index
Minimum Initial Investment
$ 2500 lump sum
Minimum Additional Investment
$ 1000 monthly

Fund Documents

Fund Documents Type Size
Fund Prospectus PDF Document 4.25 MB Open Download
Annual Reports PDF Document 3.17 MB Open Download
Fund Fact Sheet PDF Document 272.6 KB Open Download

Fund Managers

Karl Holden
Head: International Fixed Interest and Currency Strategy

Risk Profile

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enhanced income fund risk profile

Fund Fact Sheet