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

PerformanceMayQuarterYear3 Year p.aInception (Sep 19)
Enhanced Yield Portfolio-0.03%1.35%7.97%4.24%21.08%
RBA Cash Rate0.36%1.08%4.30%2.36%8.00%
Outperformance-0.39%0.27%3.67%1.88%13.08%

Performance Chart

Monthly Reports