Helping Grow And Protect Your Investments

Protected High Income Strategy

 

This is an alternative strategy that invests passively in Exchange Traded Funds (ETF’s) that provide a high level of income and associated franking credits.

The strategy also uses Index Options with the primary purpose to reduce short term volatility and protect capital from larger downside risks. These option strategies are designed to profit from market downturns and in doing so partially offset portfolio losses.

Overall the strategy is an equity based absolute return strategy that combines the passive high income of the Australian equity market with the benefit of option strategies that are designed to smooth volatility, limit downside risk and potentially enhance growth.

BENEFITS

  • High Income
  • Downside risk mitigation
  • Growth potential
  • Assets held directly (CommSec)
  • Fully transparent
  • Highly liquid with access to available funds at any time

Ideal for investors who;

  • Are looking for a high income strategy
  • Are concerned about significant share market downturns
  • Want access to growth opportunities
  • Are looking to enter the share market and concerned that it is overvalued
  • Are SMSF trustees and/or retirees looking to diversify your income strategies
  • Want a greater level of protection when implementing a margin loan strategy

Does your share portfolio have a strategy for the downturns?

Get In Touch

This website and its contents are general in nature and do not constitute or convey personal advice.  It has been prepared without consideration of anyone's particular financial situation, needs or financial objectives.  Personal advice should be sought before acting on any of the areas discussed.  The authors and distributors of this web site accept no liability for any loss or damage suffered by any person as a result of that person, or any other person, placing any reliance on the contents of this website.

Moat Capital has made every reasonable effort to ensure the information provided is correct, but Moat Capital makes no representation or any warranty as to whether the information is accurate, complete or up to date.  To the extent permitted by law, Moat Capital accepts no responsibility for any errors or misstatements, negligent or otherwise.  The information provided may be based on assumptions, legislations and/or market conditions and may change without notice.