Yield Plus Conservative
Description
The Perennial Yield Plus Conservative Trust aims to generate income by harvesting equity, credit and volatility risk premia; with a conservative risk profile. A portion of this income is invested in an explicit rules-based equity option defensive strategy to offset, or benefit from, market drawdowns. Perennial Solutions Group manages the overall asset allocation, equity and volatility risk premia program, and defensive program. These programs are primarily systematic, but dynamic with respect to market conditions. Daintree Capital actively manages the fixed income portion of the fund – a conservative credit strategy with an absolute return focus.
Objective
Aims to provide a steady stream of income and capital stability over the medium term; and to provide a total return (after fees) that meaningfully exceeds RBA cash rates throughout a market cycle, with potential outperformance during large equity drawdowns.
Investor Profile
May be suitable for investors with an investment horizon of three or more years, who are seeking a return in excess of cash and other short-term investments, combined with potential outperformance during large equity drawdowns. Only available to wholesale investors.
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Risk/Return profile
Low-Medium
Returns achieved mainly through
Income
Minimum investment
$50,000
Income distribution
Quarterly
Min. recommended investment period
3 years
Minimum added investment
$5,000
Commentaries Archive
Items
Yield Plus Conservative Commentary 07/21