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Shares for Income

This portfolio provides you regular monthly income payments, generated by a diverse selection of Australian listed companies. We put a portfolio together that is better value than the market, to provide strong capital and dividend growth over time

Description

The portfolio invests in a well-diversified range of publicly listed companies listed (or soon to be listed) on the ASX, which we believe have sustainable operations and collectively offer a superior dividend yield (when taking into account franking credits) to the overall market. We will aim to keep the Trust’s net realised capital gains to a minimum. The portfolio will typically hold in the range of 20 to 70 stocks.

Objective

We aim to provide investors with an attractive level of tax effective income, which the Trust aims to pay via monthly distributions. The portfolio aims to provide a dividend yield, adjusted for applicable franking credits and before fees, above that provided by the S&P/ASX 300 Accumulation Index.

Investor Profile

Investors with an investment horizon of five or more years, who are seeking regular tax effective income through the provision of quarterly distributions.

Unit Price (Entry)
14 Dec 2017

1.1106

Latest Commentary & Performance
Fact Sheet
Latest Annual Financial Report
Unit Price (Exit)
14 Dec 2017

1.1039

Product Disclosure Statement
Application Form
Historical Unit Prices
Risk/Return profile

High

Returns achieved mainly through

Income

Income distribution

Monthly

Min. recommended investment period

5 years

Minimum investment

$25,000

Minimum added investment

$5,000

Franking credit level (%)

FY16 – 55.9
FY15 – 88.4
FY14 – 115.0
FY13 – 97.8
FY12 – 98.5
FY11 – 100.1
FY10 – 95.9
FY09 – 91.1

 

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