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Shares for Income

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

Description

A diversified portoflio 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
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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

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