Investment opportunity
Diversified Income Portfolio
A diversified allocation across investment-grade credit and short-duration fixed income instruments, managed with a focus on capital preservation and regular income distribution. Returns shown are targets and are not promises.
Key information
- Asset class
- Fixed income and credit
- Target / expected return
- Target 5–7% p.a.
- Risk level
- Conservative
- Minimum investment
- $10,000
- Term
- 12 months, rolling
- Liquidity
- Quarterly redemption windows
- Fees
- Management fee applies; see the product documentation
- Availability
- Open for subscription
How it works
- 1
Subscribe
Complete KYC/AML onboarding and submit a subscription for the amount you wish to allocate.
- 2
Allocate
Funds are allocated across the portfolio's underlying instruments in line with the published mandate.
- 3
Distribute
Income is distributed or reinvested according to the election you make at subscription.
- 4
Redeem
Redemptions are processed at the next available window, subject to the product terms.
Risks
Investment involves risk, including the possible loss of capital. Read this section in full before subscribing.
- Capital is at risk; you may get back less than you invest.
- Credit risk: an issuer may default on its obligations.
- Interest rate movements may reduce the value of underlying instruments.
- Liquidity is limited to defined redemption windows.
Documents
Documents are released through your client portal once verification is complete.
Product factsheet
PDF · pending publication
Key information document
PDF · pending publication
Subscription terms
PDF · pending publication