HBRD aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.
HBRD will invest in an actively managed portfolio of hybrid securities overseen by a professional investment manager. If the hybrids market is assessed to be overvalued or to present a heightened risk of capital loss, the Fund can allocate more of the portfolio to lower risk securities such as cash or bonds.
Benefits of HBRD
Professionally managed hybrids exposure
HBRD offers convenient exposure to a diversified portfolio of hybrids, which seeks to reduce the potential downside risk of directly holding individual hybrids.
Attractive, tax-efficient income paid monthly
HBRD pays income monthly at a rate expected to be significantly higher than cash and senior bonds, along with franking credits.
Active management by a fixed income specialist targets lower volatility and reduced risk. Fund is able to increase exposure to cash and bonds if required given market conditions in order to reduce risk.
How to Invest
- You can buy or sell units just like you’d buy or sell any share on the ASX.
- Fund requires no minimum investment.