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
Performance | July | Quarter | Year | 2 Year p.a | Inception (Sep 19) |
---|---|---|---|---|---|
Enhanced Yield Portfolio | 1.81 | -0.81% | -0.57% | 2.61% | 7.37% |
Ausbond Bank Bill Index | 0.11% | 0.21% | 0.30% | 0.22% | 0.94% |
Outperformance | +1.70% | -1.02% | -0.87% | +2.39% | +6.43% |