The Income Fund invests in a diversified portfolio of income producing assets including cash, term deposits, fixed interest securities, listed property, infrastructure and utility securities and equities. The Fund targets assets that can provide a sustainable level of income with low levels of volatility in total return. The investments are spread across multiple asset types, geographies, markets, issuers, sectors and maturities to provide a high level of diversification. The Fund has the ability to invest in other funds and may use derivatives for the purposes of risk management or to obtain desired market exposures.
*All returns are per annum, after fees and before taxes. Data updated at 1:05am 28 February 2024 (NZT)
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