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Investment Objectives
The objective of the Trust is to provide predominately income based returns over rolling three year periods.
Investor Profile
The Trust is suitable for investors looking for income generated via a diverse portfolio of domestic and global fixed interest.
Investment Policy
The Trust is highly diversified in its investment activities with four separate sub components:
- a diversified domestic treasury fund;
- an indexed domestic fixed interest fund;
- a domestic inflation linked bond fund; and
- an indexed global bond fund.
The fund provides a balanced approach with a combination of indexed returns and active management.
The assets of the Trust may be invested directly or via existing wholesale unlisted trusts.
Fund Manager (as at 30 November 2011)
- Macquarie Investment Management
- Perpetual Investment Management
- PIMCO Australia Pty Ltd
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