Infinity Australian Equity Income Strategy
To deliver a consistent income stream that exceeds the dividend yield of the benchmark (gross of franking) by 4.0% p.a. over a rolling 3-year period before fees and; to deliver risk-adjusted returns above the benchmark over a rolling 3-year period before fees, with consistently less volatility
Inception Dec 2017
| Benchmark | S&P/ASX 200 Franking Credit Adjusted Daily Total Return Index, risk adjusted |
| Suggested timeframe | 5 to 7 years |
| Investment fee | 1.65% p.a. |
| Minimum investment | A$1,000,000 |
The portfolio provides exposure to a diversified mix of Australian companies listed on the ASX and part of the S&P/ASX200 (TR) Index. Call options are frequently sold over the portfolio to generate additional cashflow.
Designed forSeek exposure to a diversified mix of large cap Australian equities listed within the S&P/ ASX 200 Index and that seek a higher level of cashflow than is generally available from diversified share portfolios. Investors may also seek a higher degree of customisation at a portfolio level, whether this be for tax, ESG or other investor-specific reasons.
Managed by Henry Wright, CFA, Sam Hards, CFA
| Private Portfolios |
Past performance is not a reliable indicator of future performance. This page is intended for financial advisers and wholesale investors only. Live performance, holdings and fact sheets are available to advisers via the Inner Circle portal.