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    Investor Centre

    SMSF Investors, Welcome!

    Welcome SMSF Trustees! At eInvest, we look to build Active ETFs for pockets of the investment universe where active management makes sense.

    Here’s a few good links to get you started:

    If you caught our presentation during the conference, let us know what you thought! Stephen Bruce manages the eInvest Income Generator Fund (Managed Fund) (ASX:EIGA) and Brad Dunn the eInvest Core Income and Income Maximiser Funds (Managed Funds) (codes: ECOR and EMAX). You can read more about these funds below.

    Remember, we are investors, not advisors. So always seek advice and read the PDS at einvest.com.au

    About our Active ETFs:

    red and white vintage car scale model
    eInvest Income Generator Fund (Managed Fund) (ASX:EIGA)
    Targeting 7% p.a. in income from Australian Shares
    OBJECTIVE

     

    EIGA aims to provide you a regular, monthly income. We do this by aiming for a gross yield (adjusted for franking credits and after fees) above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).
    INVESTOR PROFILE

     

    EIGA is suited to investors who are seeking a greater level of income than that achieved by term deposits and are able to take full advantage of franking credits and share buybacks that the investments can provide.
    FUND BENEFITS

     

    • EIGA invests in listed Australian companies with growing dividend streams.
    • EIGA is targeting a gross income yield of 7%p.a.* (comprising a 5% cash dividend yield and 2% franking credits).
    • EIGA provides you consistent, monthly distributions.
    • EIGA is an actively managed, well diversified portfolio of approximately 30-40 quality stocks.
    • EIGA’s fundamental investment process is based on capital preservation and balance sheet strength.
    • The Investment Manager, Perennial Value, has a long-term track record generating consistent income for clients based on their Shares for Income strategy.
    • The ASX tradeable structure is easy, convenient and low cost.

     

    *The distribution yield target is the gross yield based on the unit price at the start of the period, it is inclusive of franking credits. The income target comprises of a 5% cash dividend yield, paid monthly, and 2% franking credits, payable at year end. The final gross yield is not known until completion of each financial year. The distribution yield target is not guaranteed but is a target based on assumptions. Should these assumptions prove inaccurate this will change the final income outcome.

    eInvest Core Income Fund (Managed Fund) (Code:ECOR)
    RBA target cash rate +2%* p.a. (net of fees) from a portfolio of fixed income securities
    OBJECTIVE

     

    ECOR aims to provide you with a steady stream of income and capital stability over the medium term, by investing in a diversified portfolio of fixed income securities and cash, and to provide a total return (after fees) above the RBA Cash Rate measured within a market cycle.
    INVESTOR PROFILE

     

    ECOR may be suitable for investors who are seeking regular, reliable income investment with capital security and an investment horizon of three or more years.
    FUND BENEFITS

     

    • ECOR aims to provide you reliable, monthly income.
    • ECOR invests in cash and fixed income securities.
    • ECOR is targeting a benchmark of the RBA target cash rate +2%* p.a. (net of fees).
    • 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 strong 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.

     

    *The target is not guaranteed and is based on assumptions. Should these assumptions prove inaccurate this will change the final return outcome.

    eInvest Income Maximiser Fund (Managed Fund) (CODE:EMAX)
    Targeting a benchmark of the RBA target cash rate +4% p.a. (net of fees) from a portfolio of fixed income securities
    OBJECTIVE

     

    EMAX aims to provide investors with a monthly income stream by investing in a diversified portfolio of credit fixed income securities and cash that exceeds the RBA Cash Rate (after fees) over a market cycle.
    INVESTOR PROFILE

     

    EMAX may be suitable for you if you are looking to diversify away from equity income funds or listed hybrid securities and are seeking a moderate level of capital security over a 3 – 5+ year investment horizon.
    FUND BENEFITS

     

    • EMAX aims to provide you monthly income
    • EMAX invests in cash and fixed income securities
    • EMAX is targeting a benchmark of the RBA target cash rate +4% p.a. (net of fees)
    • EMAX is an actively managed, well diversified portfolio of over 100 quality issuers
    • EMAX investment process is based on income generation and capital preservation but tolerates more capital risk than ECAS and ECOR in return for a higher income 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

     

    *The target is not guaranteed and is based on assumptions. Should these assumptions prove inaccurate this will change the final return outcome.

    Investing in uncertain times with Howard Marks
    eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ)
    Investing Australian Small Companies that are building a better future.
    OBJECTIVE

     

    IMPQ aims to provide you with attractive levels of capital growth in investments that also contribute positively and sustainably to society and the environment. We do this by investing in predominantly Australian and New Zealand listed Small Caps. IMPQ aims to achieve a return greater than the S&P/ASX Small Ordinaries Accumulation Index while sustainably contributing to society and the environment.

    IMPQ is managed similarly to the Perennial Smaller Companies Sustainable Future Trust.

     

    INVESTOR PROFILE

     

    IMPQ is suited to investors who are seeking to achieve long term capital growth. IMPQ also appeals to the socially minded and those who wish to contribute to a better future.
    FUND BENEFITS

     

    • IMPQ predominantly invests in listed Australian and NZ Small Caps.
    • IMPQ is the first active ESG small caps ETF on the ASX.
    • IMPQ provides you capital growth over the long term.
    • IMPQ is an actively managed, well diversified portfolio of up to 70 quality Small Cap stocks.
    • IMPQ focuses on those companies with strong balance sheets and offer positive Environmental, Social and Governance (ESG) outcomes, contributing to a sustainable future. This includes active engagement with companies and an annual survey of Australian corporates.
    • Award winning, Investment Manager, Perennial Value, has a long-term track record successfully managing small cap portfolios over 16 years.
    • The ASX tradeable structure is easy, convenient and lower cost.