Fixed Interest Fund

The Fixed Interest Fund in detail

Minimum Investment Amount

Retail investors

$1,000, or $500 if you start a regular investment plan of at least $100 per month.

Direct wholesale investors

$25,000

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. The Fund aims to match the return of the UBS Composite Bond Index.

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.

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General information only

This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider seeking independent financial advice.