Shares for Income
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 monthly distributions.
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Risk/Return profile
High
Returns achieved mainly through
Income
Minimum investment
$25,000
Franking credit level (%)
FY18 – 99.2
FY17 – 65.6
FY16 – 55.9
FY15 – 88.4
FY14 – 115.0
FY13 – 97.8
FY12 – 98.5
FY11 – 100.1
Income distribution
Monthly
Min. recommended investment period
5 years
Minimum added investment
$5,000
Commentaries Archive
Items
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Shares for Income Commentary 11/16