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eInvest Income Generator Fund (Managed Fund)

 

Introducing eInvest Income Generator Fund (Managed Fund)

John Murray
Managing Director of Perennial Value

Apply now for the eInvest Income Generator Fund (Managed Fund)

Objective

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).

Investor Profile

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.

Benefits
  • The portfolio invests in listed Australian companies with growing dividend streams.
  • The portfolio is targeting a gross income yield of 7%p.a.* (comprising a 5% cash dividend yield and 2% franking credits).
  • We focus on providing you monthly distributions.
  • It is an actively managed, well diversified portfolio of approximately 30-40 quality stocks.
  • The fundamental investment process is based on capital preservation and balance sheet strength.
  • We have a long-term track record generating consistent income for our clients based on the Shares for Income strategy.
  • The ASX tradable, Active ETF (ETMF) structure is easy, convenient and low cost.

*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.

Offer Opening Date

22 March 2018

ASX Commencement Date

7 May 2018

Application Price

$4.00

Offer Closing Date

27 April 2018

ASX Code

EIGA

Minimum Application

$5,000

Adviser Key Documentation
Product Fact Sheet
General FAQs
Product Details Sheet
Research
Lonsec Research#
IRR Research#
Stamping Fee Information
Application Template
Claim Form

Hear the EIGA webinar here

What might $100,000 look like with eInvest Income Generator?

See how the Shares for Income fund has performed

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Invest in eInvest Income Generator Fund (Managed Fund) today.