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 Diversified Fixed Income Fund | Australian Fixed Interest | 2.09 | 2.37 | 2.19 | 4.28 | 4.37 | 4.07 |
| Aberdeen Multi-Asset Income Fund | Multi-Sector | 3.73 | -6.66 | 4.60 | 0.85 | 4.43 | 2.17 |
| Acadian Australian Equity High Yield Class A Fund | Australian Shares | 9.75 | -17.78 | 8.76 | 1.25 | 7.77 | 1.34 |
| Acadian Defensive Income - Class A Fund | Cash | 1.89 | -0.65 | 2.33 | 1.22 | 2.44 | 1.49 |
| Advance Defensive Yield Multi-Blend Fund | Multi-Sector | 1.31 | 1.00 | 1.79 | 1.27 | 2.46 | 1.67 |
| Alpha Diversified Income Fund | Global Fixed Interest | 0.96 | -2.23 | 5.41 | 2.10 | 4.18 | 2.37 |
| Alpha Enhanced Yield Fund | Global Fixed Interest | 1.94 | -6.48 | 3.16 | -2.09 | 3.07 | 0.26 |
| AMP Capital Australian Equity Income Fund | Australian Shares | 4.20 | -13.36 | 5.20 | 0.40 | 5.53 | 0.77 |
| AMP Capital Equity Income Generator Fund | Australian Shares | 4.19 | -13.35 | 5.21 | 0.41 | 5.53 | 0.78 |
| AMP Specialist Diversified Fixed Income Fund | Global Fixed Interest | 3.85 | 2.94 | 3.11 | 4.31 | 3.40 | 3.92 |
| Antares Income Fund | Australian Fixed Interest | 1.88 | 1.02 | 2.05 | 2.01 | 2.20 | 2.31 |
| Antares Professional Dividend Builder Fund | Australian Shares | 3.22 | -19.83 | 4.53 | -3.22 | 5.83 | -0.63 |
| APN Property for Income Fund | Property | 4.15 | -22.59 | 5.28 | -0.66 | 5.48 | 2.54 |
| Armytage Australian Equity Income Fund | Australian Shares | 5.82 | -12.82 | 7.04 | 3.19 | 7.05 | 3.69 |
| AUI Property Income Fund Wholesale | Property | 6.72 | -9.11 | 10.04 | 4.52 | 8.85 | 7.07 |
| Bentham Professional Global Income Fund | Global Credit | 4.00 | 0.48 | 4.24 | 2.12 | 4.39 | 3.49 |
| Bentham Wholesale Global Income Fund | Global Credit | 4.02 | 0.52 | 4.28 | 2.17 | 4.41 | 3.53 |
| Bentham Wholesale High Yield Fund | High Yield Credit | 6.40 | -1.26 | 6.78 | 2.37 | 6.38 | 4.79 |
| BT Income Plus Retail Fund | Multi-Sector | 3.07 | -2.26 | 2.78 | 2.36 | 2.59 | 2.05 |
| BT Wholesale Monthly Income Plus Fund | Multi-Sector | 3.08 | -0.25 | 3.55 | 3.87 | 3.79 | 3.69 |
| CFS Wholesale Equity Income Fund | Australian Shares | 7.88 | -6.34 | 7.70 | 6.05 | 7.51 | 4.69 |
| CFS Wholesale Global Credit Income Fund | Global Credit | 0.95 | -0.32 | 2.34 | 1.74 | 4.90 | 2.86 |
| CFS Wholesale Target Return Income Fund | Multi-Sector | 2.65 | 0.79 | 2.79 | 2.16 | 4.04 | 2.60 |
| DDH Preferred Income Fund | Multi-Sector | 2.46 | 1.08 | 3.79 | 3.59 | 4.07 | 4.21 |
| Elstree Enhanced Income Fund | Hybrids | 2.82 | 3.99 | 3.50 | 5.41 | 3.78 | 5.82 |
| SGH Property Income Fund | Property | 3.52 | -28.11 | 6.83 | -4.42 | 9.96 | -0.28 |
| Janus Henderson Global Equity Income Fund | Global Shares | 2.52 | -5.16 | 3.20 | 4.22 | 2.84 | 2.76 |
| Janus Henderson Tactical Income Fund | Australian Fixed Interest | 3.25 | 3.05 | 2.63 | 3.09 | 2.90 | 3.07 |
| Invesco Wholesale Senior Secured Income | Global Credit | 4.69 | -4.51 | 4.57 | 0.75 | 4.67 | 2.64 |
| Investors Mutual Equity Income Fund | Australian Shares | 6.25 | -17.73 | 7.37 | -2.82 | 7.53 | 1.10 |
| IOOF Income Trust | Australian Fixed Interest | 3.27 | 2.83 | 3.17 | 3.44 | 3.60 | 3.69 |
| Kapstream Wholesale Plus Absolute Return Income Fund | Multi-Sector | 2.74 | 0.82 | 2.96 | 2.46 | 2.95 | 2.71 |
| Lazard Australian Diversified Income Fund | Australian Shares | 2.83 | -8.67 | 3.73 | 0.18 | 5.26 | 3.08 |
| Legg Mason Martin Currie Equity Income Trust A | Australian Shares | 3.39 | -14.82 | 4.98 | -0.08 | 5.57 | 3.21 |
| Legg Mason Martin Currie Real Income Fund A | Australian Shares | 4.69 | -21.44 | 6.82 | 1.28 | 6.97 | 5.52 |
| Macquarie Income Opportunities Fund | Australian Credit | 4.41 | 1.05 | 3.64 | 2.31 | 3.53 | 2.84 |
| Mercer Income Plus Fund | Multi-Sector | n/a | n/a | n/a | n/a | n/a | n/a |
| Merlon Wholesale Australian Share Income Fund | Australian Shares | 4.92 | -11.41 | 5.40 | -1.47 | 5.64 | 2.44 |
| Microequities High Income Value Microcap | Australian Shares | 3.62 | -6.22 | 4.31 | -0.99 | 5.04 | 5.60 |
| MLC Wholesale Horizon 2 Income Portfolio | Multi-Sector | 3.11 | -3.33 | 3.42 | 1.53 | 4.02 | 2.04 |
| MLC Wholesale IncomeBuilderTM | Australian Shares | 4.90 | -19.69 | 6.74 | -2.59 | 6.90 | -0.58 |
| National Investment Trust - Dividend Imputation | Australian Shares | n/a | n/a | n/a | n/a | n/a | n/a |
| National Investment Trust Monthly Income | Multi-Sector | n/a | n/a | n/a | n/a | n/a | n/a |
| Nikko AM Australian Share Income | Australian Shares | 4.21 | -16.17 | 6.18 | -0.58 | 7.28 | 2.67 |
| Payden Global Income Opportunities Fund | Multi-Sector | 0.90 | -1.98 | 1.42 | 1.18 | 1.72 | 2.34 |
| Perennial Value Shares for Income Trust | Australian Shares | 4.97 | -14.64 | 7.65 | -1.16 | 7.89 | 0.30 |
| Perpetual Credit Income Fund | Australian Credit | 2.28 | 1.54 | 3.72 | 2.92 | 3.68 | 3.51 |
| Perpetual Wholesale Diversified Income | 1.92 | 1.19 | 3.05 | 2.50 | 3.17 | 3.13 | |
| Perpetual Wholesale Plus Diversified Income Fund | Australian Fixed Interest | 2.01 | 1.35 | 3.14 | 2.64 | 3.26 | 3.26 |
| PIMCO Income Wholesale Fund | Global Fixed Interest | 3.81 | 0.57 | 3.85 | 2.84 | n/a | n/a |
| Plato Australian Shares Income Fund | Australian Shares | 4.37 | -8.98 | 7.59 | 4.12 | 7.11 | 3.74 |
| Plato Global Shares Income Fund | Global Shares | 5.43 | -12.23 | 6.40 | 2.00 | n/a | n/a |
| PM Capital Enhanced Yield Fund | Global Fixed Interest | 1.19 | 1.44 | 2.56 | 2.26 | 2.95 | 3.01 |
| Premium Asia Income Fund | Global Fixed Interest | 10.96 | 5.81 | 8.12 | 7.03 | 8.86 | 8.18 |
| RARE Infrastructure Income Fund | Global Shares | 5.64 | 6.00 | 6.85 | 7.23 | 6.22 | 8.37 |
| Russell Australian Bond Income | Australian Fixed Interest | 5.03 | 3.36 | 4.36 | 5.35 | 4.13 | 4.31 |
| Russell Investment Multi-Asset Income Strategy | Multi-Sector | 4.84 | -0.60 | 3.42 | 2.58 | 3.75 | 2.91 |
| Schroder Fixed Income Professional Fund | Australian Fixed Interest | 2.28 | 4.29 | 2.31 | 5.77 | 3.07 | 4.54 |
| Schroder Wholesale Plus Fixed Income Fund | Australian Fixed Interest | 5.65 | 4.21 | 4.10 | 5.64 | 4.05 | 4.42 |
| SGH Property Income Professional Investor | Property | 3.52 | -28.11 | 6.83 | -4.42 | 9.96 | -0.28 |
| Smarter Money Higher Income Direct Investor Fund | Australian Fixed Interest | 1.92 | 1.98 | 2.69 | 2.68 | 3.12 | 3.24 |
| Spectrum Strategic Income | Australian Fixed Interest | 3.30 | 0.75 | 3.21 | 3.32 | 3.76 | 4.01 |
| IOOF Property Income Plus Fund | Property | 1.77 | -26.62 | 3.30 | -3.68 | 3.63 | -0.01 |
| UBS Diversified Fixed Income Fund | Global Bonds | 3.47 | 4.11 | 4.06 | 4.90 | 4.17 | 4.33 |
| UBS Income Solution Fund | Australian Credit | 2.84 | 0.31 | 3.20 | 2.53 | 4.12 | 3.23 |
| Vanguard Australian Shares High Yield Fund Wholesale | Australian Shares | 3.89 | -13.01 | 6.14 | 0.76 | 6.26 | 2.06 |
| Vanguard Australian Shares High Yield Fund Retail | Australian Shares | 4.09 | -13.74 | 6.48 | 0.13 | 6.85 | 1.48 |
| Yarra Enhanced Income Fund | Multi-Sector | 2.94 | -1.12 | 3.41 | 3.49 | 3.79 | 4.51 |
| Yarra Income Plus Fund | Multi-Sector | 2.07 | -2.53 | 2.43 | 2.77 | 3.60 | 3.19 |