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.
- 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