The Enhanced Yield 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

PerformanceJulyQuarterYear2 Year p.aInception (Sep 19)
Enhanced Yield Portfolio1.81-0.81%-0.57%2.61%7.37%
Ausbond Bank Bill Index0.11%0.21%0.30%0.22%0.94%
Outperformance+1.70%-1.02%-0.87%+2.39%+6.43%

Lifetime Performance

Monthly Reports

  • Enhanced Yield – July 2022

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  • Enhanced Yield – June 2022

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  • Enhanced Yield – May 2022

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  • Enhanced Yield – April 2022

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