The following performance table is a selection of funds with a yield or income focused strategy. Income may be derived from a number of sources, strategies and asset types. You should refer to the fund’s underlying investment strategy to determine the asset allocation and exposure for each fund.
Diversified Income Funds | Core Strategy | 1 year income (%) | 1 year total (%) | 3 year income (% pa) | 3 year total (% pa) | 5 year income (% pa) | 5 year total (% pa) |
---|---|---|---|---|---|---|---|
Aberdeen Multi-Asset Income Fund | Multi-Sector | 4.88 | -5.43 | 4.54 | 0.71 | 4.73 | 2.04 |
Acadian Defensive Income - Class A Fund | Cash | 1.45 | 0.81 | 1.31 | 0.15 | 1.81 | 0.92 |
Advance Defensive Yield Multi-Blend Fund | Multi-Sector | 0.13 | -4.90 | 1.65 | -0.54 | 1.80 | 0.26 |
Alpha Enhanced Yield Fund | Global Fixed Interest | 0.20 | -6.27 | 2.30 | -1.82 | 2.90 | -1.01 |
AMP Capital Australian Equity Income Fund | Australian Shares | 3.87 | -6.12 | 4.36 | 4.14 | 4.91 | 5.23 |
AMP Capital Equity Income Generator Fund | Australian Shares | 3.86 | -6.13 | 4.32 | 4.13 | 4.89 | 5.24 |
AMP Specialist Diversified Fixed Income Fund | Global Fixed Interest | 0.33 | -10.08 | 5.57 | -2.08 | 4.49 | 0.60 |
Antares Income Fund | Australian Fixed Interest | 1.37 | -1.23 | 2.12 | 0.68 | 2.13 | 1.39 |
Antares Professional Dividend Builder Fund | Australian Shares | 5.36 | 2.68 | 4.44 | 4.59 | 4.77 | 4.80 |
APN Property for Income Fund | Property | 3.95 | -11.69 | 4.79 | -2.89 | 5.21 | 2.47 |
Armytage Australian Equity Income Fund | Australian Shares | 3.38 | -3.83 | 5.74 | 2.38 | 6.49 | 5.87 |
AUI Property Income Fund Wholesale | Property | 3.80 | 1.77 | 5.79 | 5.07 | 8.17 | 7.18 |
Bentham Professional Global Income Fund | Global Credit | 3.70 | -1.18 | 4.61 | 2.92 | 4.53 | 3.00 |
Bentham Wholesale Global Income Fund | Global Credit | 3.06 | -1.15 | 4.41 | 3.02 | 4.43 | 3.08 |
Bentham Wholesale High Yield Fund | High Yield Credit | 3.92 | -12.08 | 6.75 | -1.46 | 6.84 | 0.86 |
BT Income Plus Retail Fund | Multi-Sector | 0.55 | -9.17 | 1.96 | -1.50 | 2.21 | 0.77 |
BT Wholesale Monthly Income Plus Fund | Multi-Sector | 1.78 | -4.43 | 2.06 | 0.03 | 2.74 | 2.25 |
CFS Wholesale Equity Income Fund | Australian Shares | 7.73 | -8.74 | 7.51 | 2.38 | 7.49 | 5.93 |
CFS Wholesale Global Credit Income Fund | Global Credit | 1.31 | -4.48 | 1.71 | -0.13 | 2.24 | 1.08 |
CFS Wholesale Target Return Income Fund | Multi-Sector | 3.00 | -3.80 | 3.27 | 0.19 | 3.11 | 1.22 |
DDH Preferred Income Fund | Multi-Sector | 2.36 | -2.64 | 2.82 | 1.66 | 3.47 | 2.87 |
Elstree Enhanced Income Fund | Hybrids | 3.43 | -0.80 | 3.52 | 3.78 | 3.64 | 4.64 |
SGH Property Income Fund | Property | 3.30 | -2.36 | 4.04 | -0.50 | 5.91 | 2.63 |
Janus Henderson Global Equity Income Fund | Global Shares | 13.35 | -2.17 | 8.20 | 3.21 | 6.41 | 5.03 |
Janus Henderson Tactical Income Fund | Australian Fixed Interest | 3.54 | -3.75 | 3.56 | 0.40 | 3.08 | 1.46 |
Invesco Wholesale Senior Secured Income | Global Credit | 3.56 | -3.11 | 4.40 | 1.53 | 4.43 | 2.36 |
Investors Mutual Equity Income Fund | Australian Shares | 6.61 | 8.58 | 6.77 | 2.90 | 7.21 | 3.38 |
IOOF Income Trust | Australian Fixed Interest | 0.53 | -2.70 | 2.66 | 1.59 | 2.84 | 2.42 |
IOOF Property Income Plus Fund | Property | 1.11 | -11.09 | 2.22 | -2.92 | 2.99 | 1.35 |
Kapstream Wholesale Plus Absolute Return Income Fund | Multi-Sector | 1.17 | -0.99 | 2.77 | 0.55 | 2.89 | 1.62 |
Lazard Australian Diversified Income Fund | Australian Shares | 3.38 | 13.77 | 3.48 | 8.89 | 3.79 | 7.24 |
Legg Mason Martin Currie Equity Income Trust A | Australian Shares | 6.00 | -2.59 | 4.69 | 2.52 | 5.13 | 3.94 |
Legg Mason Martin Currie Real Income Fund A | Australian Shares | 10.29 | 2.71 | 6.69 | 0.05 | 7.19 | 4.77 |
Macquarie Income Opportunities Fund | Australian Credit | 0.94 | -5.23 | 2.96 | -0.59 | 3.07 | 0.82 |
Merlon Wholesale Australian Share Income Fund | Australian Shares | 4.56 | 3.87 | 4.97 | 3.35 | 5.24 | 3.42 |
Microequities High Income Value Microcap | Australian Shares | 2.63 | -0.66 | 3.34 | 11.74 | 3.82 | 6.64 |
MLC Wholesale Horizon 2 Income Portfolio | Multi-Sector | 3.23 | -4.51 | 3.61 | 0.36 | 3.59 | 1.68 |
MLC Wholesale IncomeBuilderTM | Australian Shares | 10.86 | 1.99 | 7.16 | 3.70 | 7.40 | 4.63 |
Nikko AM Australian Share Income | Australian Shares | 7.27 | -0.73 | 5.57 | 3.50 | 6.24 | 4.72 |
Payden Global Income Opportunities Fund | Multi-Sector | 0.03 | -5.62 | 3.45 | -0.99 | 2.77 | 0.57 |
Perennial Value Shares for Income Trust | Australian Shares | 10.87 | -2.72 | 7.48 | 2.84 | 8.08 | 4.20 |
Perpetual Credit Income Fund | Australian Credit | 0.85 | -2.08 | 2.50 | 1.69 | 3.27 | 2.48 |
Perpetual Wholesale Diversified Income | 0.63 | -2.41 | 2.20 | 1.35 | 2.76 | 2.09 | |
Perpetual Wholesale Plus Diversified Income Fund | Australian Fixed Interest | 0.67 | -2.30 | 2.24 | 1.46 | 2.82 | 2.21 |
PIMCO Income Wholesale Fund | Global Fixed Interest | 3.52 | -10.37 | 3.77 | -0.99 | 3.81 | 1.05 |
Plato Australian Shares Income Fund | Australian Shares | 7.03 | -6.53 | 6.12 | 2.02 | 7.38 | 5.22 |
Plato Global Shares Income Fund | Global Shares | 5.97 | -6.39 | 6.43 | 1.82 | 6.56 | 4.08 |
PM Capital Enhanced Yield Fund | Global Fixed Interest | 1.67 | -1.45 | 1.51 | 1.05 | 2.20 | 1.74 |
Premium Asia Income Fund | Global Fixed Interest | 3.40 | -23.73 | 7.53 | -3.23 | 7.19 | 0.64 |
Qualitas Real Estate Income Fund | 0.50 | 1.40 | 2.56 | 5.32 | 5.82 | n/a | |
RARE Infrastructure Income Fund | Global Shares | 8.99 | 15.61 | 8.17 | 10.41 | 7.91 | 9.70 |
Russell Australian Bond Income | Australian Fixed Interest | 0.46 | -11.12 | 3.63 | -2.84 | 3.78 | 0.60 |
Russell Investment Multi-Asset Income Strategy | Multi-Sector | 5.21 | -5.44 | 4.91 | 1.48 | 4.03 | 2.43 |
Schroder Fixed Income Professional Fund | Australian Fixed Interest | 1.75 | -11.94 | 2.01 | -2.20 | 2.13 | 1.02 |
Schroder Wholesale Plus Fixed Income Fund | Australian Fixed Interest | 1.24 | -11.84 | 4.32 | -2.21 | 3.93 | 0.96 |
SGH Property Income Professional Investor | Property | 3.30 | -2.36 | 4.04 | -0.50 | 5.91 | 2.63 |
Smarter Money Higher Income Direct Investor Fund | Australian Fixed Interest | 0.62 | -1.46 | 1.83 | 1.05 | 2.33 | 1.81 |
Spectrum Strategic Income | Australian Fixed Interest | 0.95 | -0.30 | 2.18 | 1.20 | 2.57 | 2.51 |
Trilogy Enhanced Income | Australian Credit | 2.40 | 2.65 | 3.09 | 3.23 | 3.42 | 3.42 |
UBS Diversified Fixed Income Fund | Global Bonds | 1.18 | -10.90 | 3.34 | -2.78 | 3.73 | 0.34 |
UBS Income Solution Fund | Australian Credit | 5.50 | -4.41 | 4.08 | -0.03 | 3.82 | 1.44 |
Vanguard Australian Shares High Yield Fund Wholesale | Australian Shares | 6.09 | -2.17 | 4.99 | 4.72 | 5.97 | 6.08 |
Vanguard Australian Shares High Yield Fund Retail | Australian Shares | 6.18 | -2.19 | 5.14 | 4.44 | 6.23 | 5.70 |
Yarra Enhanced Income Fund | Multi-Sector | 2.73 | -0.97 | 3.01 | 2.13 | 3.27 | 3.61 |
Yarra Income Plus Fund | Multi-Sector | 0.62 | -2.13 | 1.87 | 0.39 | 2.16 | 2.21 |