Tyndall Australian Share Income Fund
|Green Shoots Emerge for Dividends|
About this Fund
|FUND MANAGER||Tyndall AM|
|ASSET CLASS||EQUITY INCOME|
|INVESTMENT STYLE||The Fund invests in a diversified portfolio of income-focused Australian shares.|
|INVESTMENT PROFILE||The Fund aims to provide tax-effective income and also the potential for capital growth.|
|BENCHMARK||S&P/ASX 200 Accumulation Index yield (grossed up for franking credits)|
|FUND SIZE||S&P/ASX 200 Accumulation Index yield (grossed up for franking credits)|
|NO. OF HOLDINGS||40-70|
|FEES||0.85% p.a. of the NAV of the fund|
Benefits of investing in the Tyndall Australian Share Income Fund
Benefits of investing in the Fund include:
The Fund is designed for investors looking for a tax-effective income stream and the potential for long-term capital growth from a portfolio of shares which is actively managed by an investment team that seeks to identify shares that represent good value.
About the Fund
The Fund invests in 40-70 stocks. It is designed to primarily provide tax-effective income and also the potential for capital growth.
The Fund aims to provide a tax-effective income stream that exceeds the dividend yield of the S&P/ASX 200 Accumulation Index (grossed up for franking credits) by 2% p.a. over rolling five-year periods, before fees, expenses and tax, plus the potential for capital growth over the long term.
How we invest your money
The Fund is a managed investment scheme that invests predominantly in a selection of Australian shares. The Fund has a strong preference for shares that deliver tax-effective income.
Tyndall applies its comparative Value Analysis process and risk management tools to select intrinsic value investments that offer the best balance between risk and expected return.
The Fund may invest in shares that are expected to be listed within six months. The Fund may also retain exposure to a company that ceases to be listed on the ASX by holding shares in the same company listed on any international exchange.
Derivatives may be used to gain or reduce market exposures, however the Fund's investment strategy does not permit derivatives to be used for speculative or gearing purposes.
Strategic asset allocation
(Asset class: target range / target allocation)
Investments may be made directly or indirectly through investments in other managed investment schemes.
* may include shares that cease to be listed on the ASX but are listed on any international exchange.