Infinity Australian Equity Income Fund
The Fund aims to provide regular income that exceeds the dividend yield of the S&P ASX 200 Index by 3.0% p.a. over a rolling 3-year period after fees and inclusive of franking & also aims to outperform the total return of the Benchmark over a rolling 3-year period after fees and inclusive of franking.
Inception Aug 2025
| Benchmark | 80% S&P/ASX 200 Franking Credit Adj Daily Total Return Index / 20% Bloomberg AusBond Bank Bill Index |
| Risk profile | High |
| Suggested timeframe | 5 to 7 years |
| Investment fee | 0.92% p.a. |
| Minimum investment | A$25,000 |
The Fund provides exposure to a diversified portfolio of Australian companies listed on the ASX, generally selected from the S&P/ASX 200 Index. The investment approach focuses on holding quality companies with sustainable earnings and income-generating potential. As part of the derivative trading overlay, the Class writes (sells) call options over shares it holds, with the objective of enhancing income generation within the portfolio. This strategy allows the Class to earn option premiums, which contribute to the overall income return. The Class may also buy put options to help manage downside risk and market volatility.
Designed forDesigned for investors who may be seeking regular income and long-term capital growth and who can tolerate high levels of investment risk and the potential for negative returns in any single year.
Managed by Henry Wright, CFA, Sam Hards, CFA
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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.