To provide investors with a competitive total return from capital growth and income delivered by Australian equities with a bias to those sectors and shares that pay franked dividends over the long term (7-10 years).
To primarily invest in a portfolio of Australian equities that achieves the stated investment objectives targeting a high level of grossed up dividend yields (cash dividends plus franking credits) without unduly compromising the total return from capital growth and dividends.
|Minimum Initial Investment||$500|
|Minimum Additional Investment||$500 for a one-off additional payment|
|Additional Investment Plan||Minimum monthly deposit of $100|
|Minimum Switching Amount||$500|
|Annual Management Fee||Net 0.9% p.a.|
|Suggested Timeframe||7 – 10 years|
|Effective Tax Rate||30%|
The performance of your bond is measured after taxes and fees within this tax paid bond. For periods of 1 year or longer, the movement is expressed as an annual rate of return. The performance figures below are as at 28 February 2017.
Past performance is not a reliable guide to future performance.
|1 years % p.a.||3 years % p.a.||5 years % p.a.|
|Min %||Max %||Actual %||Investment Manager|