Fixed Interest Fund

The Fixed Interest Fund in detail

Minimum investment amount

 

Investors that the Fund may suit

Investors seeking income through a diversified portfolio of medium term duration interest-bearing investments.

Investment objective

To provide exposure to primarily Australian fixed interest securities that support the Australian Ethical Charter, generating income with some capital growth potential over the medium to long term.

 

Strategy

The opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in primarily fixed rate bonds, from issuers such as the Commonwealth and State Governments, banks and other corporate issuers that meet the Australian Ethical Charter.

Risk level

Risk Level - Low To Medium

Low to Medium.

Recommended minimum investment timeframe

3 years

Mix of asset classes and strategic asset allocation*
 Defensive
Asset class Interest-bearing securities Cash
Ranges 90 – 100% 0 – 10%

* These are indicative asset allocation ranges for the Fund. If market movements, investments into or withdrawals from the Fund or changes in the nature of an investment, cause the Fund to move outside these indicative ranges, this will be addressed by us as soon as reasonably practicable.

Please refer to the Product Disclosure Statement for more detailed information about investing in the Fund.