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

PerformanceJanuaryQuarterYear3 Year p.aInception (Sep 19)
Enhanced Yield Portfolio0.40%2.69%6.25%4.01%18.66%
Ausbond Bank Bill Index0.36%1.08%4.04%1.89%6.46%
Outperformance0.04%1.61%2.21%2.12%12.19%

Performance Chart

Monthly Reports