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Invest in income generating funds

In this low interest rate environment, investors are increasingly looking beyond cash to supplement, or as the source of, income in their investment portfolios.

Recognising this, BetaShares has a range of products which aim to provide attractive income, either by providing higher rates of interest income on cash or by giving investors exposure to income from shares.

Regular income from shares

BetaShares has a number of exchange-traded products where the primary objective of the Fund is to generate income, and which pays income distributions either monthly or quarterly to investors.

Equity Income

ASX Code Description
HVST Australian Dividend Harvester Fund (managed fund)- aims to provide investors with exposure to large capitalisation Australian shares along with regular franked dividend income, paid monthly, that is at least double the annual income yield of the broad Australian sharemarket.
YMAX Australian Yield Maximiser Fund (managed fund) - aims to provide investors with exposure to a portfolio of 20 blue-chip Australian shares while providing quarterly income, including franking credits, that is expected to exceed the yield performance of the underlying share portfolio over the medium-term.
UMAX S&P 500 Yield Maximiser Fund (managed fund) - aims to provide investors with exposure to the stocks comprising the S&P 500 Index (which tracks large capitalisation U.S. equities) while providing quarterly income that is expected to exceed the yield performance of the underlying share portfolio over the medium-term.
QFN S&P/ASX 200 Financials Sector ETF - aims to provide simple and transparent exposure to the Australian Financials sector, a sector that has typically exhibited high income yields relative to other sectors, and strong franking levels.

An attractive return on your Cash

Cash & Fixed Income

ASX Code Description
AAA High Interest Cash ETF - aims to provide investors with attractive monthly income that exceeds the 30 day Bank Bill Swap Rate.

One consideration with investing for income may be that Funds which are designed with an income focus in mind may tilt the composition of investment returns away from capital and towards income generation. Depending on your investment goals and whether you are retired or a pre-retiree, it is always important to consider a diverse range of investments across a balanced portfolio to meet your financial investment objectives.