Gleneagle Income Plus Trust
Secure Your Retirement Lifestyle
What is the Gleneagle Income Plus Trust?
In an environment of global low interest rates, it is increasingly difficult to achieve a worthwhile return on cash or investments without assuming significant risks to your capital.
The Gleneagle Income Plus Trust is an equity income fund that provides Australians with monthly cash distributions, and also reduces your exposure to market volatility.
The Trust invests in a portfolio of Australian shares and derivatives that enables it to provide returns significantly higher than bank deposits, with lower risk than the share market and traditional ‘long only’ funds.
Fund managers with over 50 years of combined experience employ diverse strategies and disciplined risk management to achieve returns on your behalf.
How does the fund fit into your portfolio?
The trust is designed to replace the traditional equities allocation in an investor’s portfolio; it retains some characteristics of the stock market or equity fund, but is able to add features such as reduced volatility that makes it a better option for some investors.
The design of the fund allows us to pay monthly dividends to investors, which may suit those searching for an alternative to Term Deposit style investments, but with the ability to control or limit risks to capital that is beyond the reach of many investors.
Key Benefit Monthly returns paid to investors, large cap equity exposure, derivative portfolio overlay smooths portfolio volatility and increases yield generation.
Fund Characteristics The Income Plus Fund offers investors exposure to companies in the ASX200; with the added benefit of a professionally managed derivative portfolio overlay reducing your portfolio volatility, and providing you with income that other managers do not. This fund may be an appropriate alternative for investors who currently have investments in Australian shares via a traditional ‘long only manager’, SMSF’s and those looking to increase their equity portfolio allocations.
Current FUM: AU$2.36m
Largest Holdings: CBA, NAB, TLS, WBC, WES, ANZ, TCL, WOW, CSL, BHP
Performance Since Inception (after fees): 8.62%
Real Rate of Return Year to Date: 9.31%
Need Additional Information? Download Our Monthly Fact Sheets
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Why Invest in the Gleneagle Income Plus Trust?
Diversified Investment Portfolio
Your capital is invested in a diverse portfolio of Australian shares and derivatives.
Income Paid Monthly
Income is calculated monthly and paid directly to your nominated bank account.shares and derivatives.
Our fund is designed for medium to long term investment. However, you can withdraw all or part of your capital from the Trust monthly. We recommend you consider the limited potential capital risks before withdrawing.
S.M.S.F Suitable and S.I.V. Appropriate
The Gleneagle Income Plus Trust is designed to be appropriate for use with Self Managed Super Funds and available to holders of Special Investment Visas. Each individual’s circumstances are different and you should seek independent taxation and investment advice before investing.
The information contained above is current as at April 2015 and is provided by Gleneagle Asset Management Limited. ACN 103 162 278 AFSL 226199, the issuer of the Gleneagle Income Plus Trust.
It should be regarded as general information only rather than advice. It has been prepared without taking account of any person’s objectives, financial situation or needs. Because of that each person should, before acting on any such information, consider its appropriateness, having regard to their objectives, financial situation and needs.
Each person should consider all risks relating to the product and consider the Risk Disclosure Statement before making any decision about the product.
If you acquire or hold the product, fees and cost may be payable to Gleneagle Asset Management Limited and related companies. Related companies will receive fees and other benefits which are generally disclosed in disclosure documents that will be provided for the product.
Neither Gleneagle Asset Management Limited nor related companies or our respective employees receive any specific remuneration for any advice provided to you. However, financial advisers (including some Gleneagle Asset Management Limited related companies) may receive fees or commissions if they provide advice to you or arrange for you to invest in the Fund.
Further details can be obtained by calling us on 1300 241 491 or +612 8277 6619 for international calls
Gleneagle Asset Management Limited
ACN 103 162 278
Level 27, 25 Bligh Street
Sydney NSW 2000