KFM Income Fund
About this Fund
|FUND MANAGER||Kaplan Funds Managment Pty Limited|
|ASSET CLASS||ACTIVE EXCHANGE TRADED FUNDS|
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.
|BENCHMARK||Bank Bill Swap Rate|
|FUND SIZE||Bank Bill Swap Rate|
|DISTRIBUTION FREQUENCY||Quarterly, otherwise Reinvested|
|NO. OF HOLDINGS||13.6 Million|
Investing in the Fund offers a number of benefits, including:
Only suitable for consumers who have received personal advice and wish to receive distributions.