Investing predominantly in High yielding securities listed on the ASX, such as Hybrid securities and corporate Bonds (Fixed and Floating), unsecured fixed interest investments, property trusts, preference shares, utilities, infrastructure securities and high yielding ordinary shares, particularly bank shares, as well as government bonds and cash.

Providing an Income stream in excess of the of the 1 year bank bill Swap Rate, managed on an absolute basis and aims to produce a consistence return largely comprised of income generated from a diversified portfolio of liquid and Australian Securities Exchange listed securities.

Investing in the Fund offers a number of benefits, including:

• An objective-based strategy that aims to deliver an income yield that exceeds Bank Bill Swap Rate
• The potential for capital growth over the medium to long term to mitigate the effects of inflation.
• Access to tax effective income via franking credits (when the Fund is invested in Australian equities).
• Liquidity and diversification by investing across a range of asset classes.
• Controlled volatility through the use of active asset allocation and effective diversification of assets.
• Consistent reporting on the funds performance and key issues.

Only suitable for consumers who have received personal advice and wish to receive distributions.

• Constructing a diversified portfolio which generates a significant and sustainable income, benefiting from compounding, while protecting clients capital.
• KFM’s asset selection has a value orientation and relies on careful quantitative and qualitative research.
• The fund employs an absolute return philosophy whereby they will actively alter the composition of the portfolio to reflect their views on the macro- economic environment in order to manage risk and return.
• No one investment is to exceed 15% of the funds market value at time of purchase in order to retain the diversification.
• The fund is Rated by SQM Research as ‘Superior”