AFM0010AU Aurora Dividend Income Trust

asset_class:
asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: AFM0010AU
release_schedule: NO COMMENTARY
structure: Managed Fund
fund_features:

The Aurora Dividend Income Trust (“Fund”) seeks to provide investors with returns in excess of the S&P/ASX 200 Accumulation Index, adjusted to include the value of franking credits, over rolling 5 year periods, distribute more income and franking credits each year and to do so with less volatility.

  • The Fund invests in a portfolio of companies and opportunities listed on the ASX that are expected to pay fully franked dividends while employing a risk management overlay to reduce the net exposure to equity market risk.
  • The Fund invests in opportunities that are considered to offer attractive risk return characteristics with a focus on potential catalysts that seek to generate a profitable return regardless of the market direction.
  • The Fund may opportunistically short sell securities that may to be overpriced or to reduce risk on the overall portfolio.