Income Securities Portfolio
Single-sector income fund
The fund aims to provide both Call Class and Term Class Series options, offering better risk-adjusted returns than can be achieved by investing directly in higher risk income investments.
It aims to achieve a rate of return equal to or ahead of the benchmark index – the 90-day wholesale bank bill rate.
The fund invests entirely in income assets.
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This is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down – the 'volatility'.
A higher risk generally means higher potential returns over time, but more ups and downs along the way.