Managing Director of Perennial Value
It aims to provide you a regular, monthly income. We do this by aiming for a gross yield (adjusted for franking credits and before fees) above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).
It is suited to investors in the pension and superannuation phase who are seeking a greater level of income than that achieved by term deposits and are able to take full advantage of franking credits and share buybacks that the investments can provide.
*The distribution yield target is the gross yield based on the unit price at the start of the period, it is inclusive of franking credits. The income target comprises of a 5% cash dividend yield, paid monthly, and 2% franking credits, payable at year end. The final gross yield is not known until completion of each financial year. The distribution yield target is not guaranteed but is a target based on assumptions. Should these assumptions prove inaccurate this will change the final income outcome.
ETF Investments Australia Pty Ltd trading as eInvest Australia.
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