The Strategy
The Endeavor Enhanced Yield Fund typically holds 8 – 15 ASX listed income securities such as hybrids, subordinated debt, bonds, and bond ETF’s.
The fund is a low-risk investment with a low risk/low return profile, designed to preserve capital and target a return of between 2.50% and 3.50% over the RBA’s official cash rate.
Performance Table
| Performance | August | Quarter | Year | 5 Year p.a | Inception (Sep 19) |
|---|---|---|---|---|---|
| Enhanced Yield Portfolio | 0.41% | 1.74% | 5.38% | 5.24% | 39.01% |
| RBA Cash Rate | 0.36% | 1.08% | 4.01% | 3.26% | 18.28% |
| Outperformance | 0.05% | 0.65% | 1.37% | 1.98% | 20.73% |
