Shares for Income

Aims to provide an attractive level of income, paid in regular monthly instalments. Generates income by investing in a diversified portfolio of high-quality, financially-sound, dividend-paying Australian listed companies.

Description

A diversified portfolio of companies listed (or soon to be listed) on the ASX, which have sustainable operations and, collectively, offer a superior dividend yield (when taking into account franking credits) to the overall market. The Trust may generate additional income by writing call options over portfolio holdings.

Objective

The Trust aims to provide investors with an attractive level of tax effective income, paid 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 monthly distributions.

Unit Price (Entry)

Latest Commentary & Performance

Trust Factsheet

Platforms and Ratings

Latest Annual Financial Report

Historical Unit Prices

Unit Price (Exit)

Product Disclosure Statement

Target Market Determination

Individual Application Form

SMSF Application Form

Trusts & Companies Application Form

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Risk/Return profile

High

Returns achieved mainly through

Income

Minimum investment

$25,000

Income distribution

Monthly

Min. recommended investment period

5 years

Minimum added investment

$5,000

Commentaries Archive

Items

Shares for Income Commentary 11/16

Shares for Income Commentary 12/16

Shares for Income Commentary Q4/16

Shares for Income Commentary 01/17

Shares for Income Commentary 02/17

Shares for Income Commentary 03/17

Shares for Income Commentary 04/17

Shares for Income Commentary 05/17

Shares for Income Commentary 06/17

Shares for Income Commentary 07/17

Shares for Income Commentary 08/17

Shares for Income Commentary 09/17

Shares for Income Commentary 10/17

Shares for Income Commentary 11/17

Shares for Income Commentary 12/17

Shares for Income Commentary Q1/17

Shares for Income Commentary Q2/17

Shares for Income Commentary Q3/17

Shares for Income Commentary 01/18

Shares for Income Commentary 02/18

Shares for Income Commentary 03/18

Shares for Income Commentary 04/18

Shares for Income Commentary 05/18

Shares for Income Commentary 06/18

Shares for Income Commentary 07/18

Shares for Income Commentary 08/18

Shares for Income Commentary 09/18

Shares for Income Commentary 10/18

Shares for Income Commentary 11/18

Shares for Income Commentary 12/18

Shares for Income Commentary 01/19

Shares for Income Commentary 02/19

Shares for Income Commentary 03/19

Shares for Income Commentary 04/19

Shares for Income Commentary 05/19

Shares for Income Commentary 06/19

Shares for Income Commentary 07/19

Shares for Income Commentary 08/19

Shares for Income Commentary 09/19

Shares for Income Commentary 10/19

Shares for Income Commentary 11/19

Shares for Income Commentary 12/19

Shares for Income Commentary 01/20

Shares for Income Commentary 02/20

Shares for Income Commentary 03/20

Shares for Income Commentary 04/20

Shares for Income Commentary 05/20

Shares for Income Commentary 06/20

Shares for Income Commentary 07/20

Shares for Income Commentary 08/20

Shares for Income Commentary 09/20

Shares for Income Commentary 10/20

Shares for Income Commentary 11/20

Shares for Income Commentary 12/20

Shares for Income Commentary 01/21

Shares for Income Commentary 02/21

Shares for Income Commentary 03/21

Shares for Income Commentary 04/21

Shares for Income Commentary 05/21

Shares for Income Commentary 06/21

Shares for Income Commentary 07/21

Shares for Income Commentary 08/21

Shares for Income Commentary 09/21

Shares for Income Commentary 10/21

Shares for Income Commentary 11/21

Shares for Income Commentary 12/21

Shares for Income Commentary 01/22

Shares for Income Commentary 02/22

Shares for Income Commentary 03/22

Shares for Income Commentary 04/22

Shares for Income Commentary 05/22

Shares for Income Commentary 06/22

Shares for Income Commentary 07/22

Shares for Income Commentary 08/22

Shares for Income Commentary 09/22

Shares for Income Commentary 10/22

Shares for Income Commentary 11/22

Shares for Income Commentary 12/22

Shares for Income Commentary 01/23

Shares for Income Commentary 02/23

Shares for Income Commentary 03/23

Shares for Income Commentary 04/23

Shares for Income Commentary 05/23

Shares for Income Commentary 06/23

Shares for Income Commentary 07/23

Shares for Income Commentary 08/23

Shares for Income Commentary 09/23

Shares for Income Commentary 10/23

Shares for Income Commentary 11/23

Shares for Income Commentary 12/23

Shares for Income Commentary 01/24

Shares for Income Commentary 02/24

Shares for Income Commentary 03/24

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