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Income Fund

To generate an income stream consistent with prevailing
short-term interest rates while minimising the risk of capital
loss and supporting the Australian Ethical Charter.

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Minimum investment amount

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

Wholesale class - $25,000

Minimum investment timeframe
1 year
Risk level
Very low

Strategic asset allocation*

Asset class Strategic Range % Actual Allocation %
Interest-bearing securities 90 - 100 96.8
Cash 0 - 10 3.2

*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.

#Actual asset allocation as at 28 February 2021. This allocation is subject to change. 

Fact sheets

Access to key fund information, performance and benchmarks and top 10 holdings.
Commentary is provided on a quarterly basis.


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