eInvest Active Fixed Income Solutions
Active Fixed Income Solutions risk/return positions
*diagram for illustrative purposes only
Objective
ECAS aims to provide very high capital stability over the short term. By investing in a diversified portfolio of cash, short term money market and fixed income securities; ECAS aims to provide a total return (after fees) that exceeds the RBA Cash Rate, measured annually.
Investor Profile
ECAS is suited to investors seeking a very high level of capital security and an investment horizon of less than one year.
Safety Rating
Fund Benefits
- ECAS is your cash management alternative in a exchange tradeable solution
- ECAS provides you with a very high level of capital stability
- ECAS invests in cash, term deposits, short term money market and fixed income securities
- ECAS is an actively managed, well diversified portfolio of up to 20-30 quality issuers.
- The Investment Manager, Daintree Capital, has a track record of providing income and capital stability for investors in cash and fixed income assets.
- The active ETF exchange tradeable structure is easy, convenient and low cost.
Objective
ECAS aims to provide very high capital stability over the short term. By investing in a diversified portfolio of cash, short term money market and fixed income securities; ECOR aims to provide a total return (after fees) that exceeds the RBA Cash Rate, measured annually.
Investor Profile
ECOR may be suitable for investors who are seeking regular, reliable income and capital security with an investment horizon of three or more years.
Safety Rating
Fund Benefits
- ECOR is an alternative to term deposits. Don’t roll your TD’s anymore; invest in an easy, exchange tradeable solution
- ECOR provides you with a reliable monthly income.
- ECOR invests in cash and fixed income securities.
- ECOR is an actively managed, well diversified portfolio of up to 100 quality issuers.
- ECOR’s fundamental investment process is based on income generation and capital preservation.
- The Investment Manager, Daintree Capital, has a track record of generating consistent, reliable income for clients via absolute return fixed income portfolios.
- The active ETF exchange tradeable structure is easy, convenient and low cost.
Objective
EMAX aims to provide investors with a monthly income stream by investing in a diversified portfolio of credit fixed income securities and cash. EMAX aims to provide a return exceeding the RBA Cash Rate (after fees) over a market cycle.
Investor Profile
EMAX may be suitable for investors who are seeking to diversify away from equity income funds or listed hybrid securities; with a moderate level of capital security over a 3 – 5+ year investment horizon.
Safety Rating
Fund Benefits
- Use EMAX as an alternative to Hybrids and maximise your income in a more diversified, easily tradeable way
- EMAX provides you with a reliable monthly income
- EMAX invests in cash and fixed income securities
- EMAX is an actively managed, well diversified portfolio of up to 300 quality issuers
- The EMAX investment process is based on income generation and capital preservation, but the portfolio tolerates more capital risk than ECAS and ECOR in return for a higher return target
- The Investment Manager, Daintree Capital, has a track record of generating consistent, reliable income for clients via absolute return fixed income portfolios
- The active ETF exchange tradeable structure is easy, convenient and lower cost