Access a portfolio of bonds that aims to provide attractive monthly distributions and a high level of capital stability.
QPON aims to provide attractive monthly distributions that are expected to exceed income paid on cash and short-dated term deposits.
Due to their high credit quality, and their floating rate of interest, the bonds in the portfolio historically have shown a high level of capital stability
Investors can access this BetaShares fund via a single trade on the ASX using the ticker ‘QPON’.
|Management fee||0.22% p.a.|
|Objective||QPON aims to track the Solactive Australian Bank Senior Floating Rate Bond Index, before taking into account fees and expenses.|
Examples of how to use QPON in a portfolio
|Complement to your cash or term deposit holdings.|
|Complement to, or substitute for, fixed-rate bond investments.|
|A simple, cost-effective way to diversify your investment portfolio by adding a bond fund to your equities allocation.|
Reasons to invest in QPON
|Regular attractive income
Paid monthly and expected to exceed income paid on cash and short-dated term deposits. Income is expected to rise should interest rates rise, and vice versa.
Floating rate bonds historically have exhibited low correlation to equities as well as defensive characteristics during market declines.
Australian bank senior floating rate bonds historically have had a high level of capital stability, and limited capital variability during market declines.
Management costs of only 0.22% p.a.
Buy and sell QPON on the ASX as you would a share.
There are risks associated with an investment in the Fund, including interest rate risk, credit risk, bank sector risk and market risk. For more information on risks and other features of the Fund please see the Product Disclosure Statement.