asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: EVO2608AU
release_schedule: Monthly
structure: Managed Fund
commentary_block:
factsheet_url:
fund_features:
The Investment Objective of the fund is to provide monthly cash income, low risk of capital loss and portfolio diversification by actively managing diversified loan portfolios and participating in Australia’s bank-dominated corporate loan market.
- The Manager seeks to implement active strategies designed to balance delivery of the Target Return, while seeking to preserve investor capital.
- The Trust’s Investment Strategy is to create a diversified exposure to Australian corporate loans generally reflecting activity in the corporate loan market and diversified by the borrower, industry, and credit quality.
- Metrics seeks to implement active strategies designed to balance delivery of the Target Return (RBA Cash Rate +3.25% p.a. net of fees), while preserving investor capital.