With interest rates at all-time lows and sustainable yields hard to find, investing for income while managing risk can be challenging. The Schroder Absolute Return Income (Managed Fund) (Chi-X code: PAYS) can help.
PAYS is an actively managed fixed income exchange traded fund (ETF) that has a track-record¹ of meeting investors needs for reliable monthly income, while at the same time giving peace of mind that there is a strong focus on managing risk, should markets fall.
Watch this video to learn how PAYS can help to strengthen the defensive allocation of portfolios and generate reliable monthly income, while preserving capital. View time: 1m 45secs
Mihkel Kase, Portfolio Manager for PAYS discusses three things every investor should consider when holding hybrids. View time: 3m 30secs
A track record of delivering reliable monthly income above the cash rate of 3.4% p.a. (post-fees) over the last 12 months^.
Provides diversification across broad global fixed income markets with flexibility to respond to changing market conditions.
Actively managed to provide strong risk management, helping to avoid losses and preserve capital, should markets fall.
Competitive management fee of 0.54% p.a.
Contact your broker, financial planner or invest via you online trading account using the Chi-X code: PAYS
A leader in fixed income, with an experienced local team backed by specialists in 12 locations around the world.
PAYS can be combined with existing income-oriented investments such as term deposits, hybrids and mortgage funds to strengthen the defensive allocation of investment portfolios.
For further information please refer to the PAYS Product Disclosure Statement available in the Further Information section below.
+Income profile for the Schroder Absolute Return Income Fund (ARSN 092 060 172) (Wholesale class) as at 31 October 2019 (post-fees). Income is the cash distributions paid by the fund which may include return of capital. Growth is calculated excluding distribution reinvestments. Past performance is not a reliable indicator of future performance.
Past performance is not a reliable indicator of future performance.
Low cash rates are a global phenomenon and it's likely that they will be at low levels for a considerable period of time. In this article Stuart Dear outlines how low cash rates may go in Australia, what this means for retirees and also provides a framework for segmenting the ‘cash bucket’ to generate more return.
With monetary policy apparently losing its effectiveness and yield-hungry investors rolling out of cash, high-quality defensive income streams are increasingly in demand. Yet it could take astute, active management to find the diamonds amid the dross and capture genuine alpha.
They say optimists live longer – but what about their investments? Although a US recession still seems some time away, and trade tensions have been lessening, there are still good reasons for investors to consider a defensive posture while re-examining their return expectations.
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