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
| 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 | 9.48 | 1.40 | 4.87 | 4.42 | 5.60 | 3.89 |
| Aberdeen Multi-Asset Income Fund | Multi-Sector | 4.24 | 2.32 | 4.77 | 2.59 | 4.58 | 4.02 |
| Acadian Defensive Income - Class A Fund | Cash | 1.07 | -0.97 | 2.08 | 0.50 | 2.29 | 1.01 |
| Advance Defensive Yield Multi-Blend Fund | Multi-Sector | 1.52 | 1.16 | 1.43 | 1.43 | 2.48 | 2.15 |
| Alpha Diversified Income Fund | Global Fixed Interest | 0.59 | -7.02 | 5.35 | 1.67 | 4.08 | 1.92 |
| Alpha Enhanced Yield Fund | Global Fixed Interest | 3.54 | -3.91 | 2.77 | -0.42 | 3.52 | 1.45 |
| AMP Capital Australian Equity Income Fund | Australian Shares | 5.04 | 15.34 | 5.21 | 6.42 | 5.70 | 7.78 |
| AMP Capital Equity Income Generator Fund | Australian Shares | 4.93 | 15.34 | 5.18 | 6.43 | 5.69 | 7.78 |
| AMP Specialist Diversified Fixed Income Fund | Global Fixed Interest | 4.19 | -0.69 | 3.61 | 3.62 | 3.67 | 3.31 |
| Antares Income Fund | Australian Fixed Interest | 1.63 | 1.55 | 1.91 | 1.94 | 2.07 | 2.36 |
| Antares Professional Dividend Builder Fund | Australian Shares | 3.84 | 4.88 | 4.44 | 2.74 | 5.94 | 5.59 |
| APN Property for Income Fund | Property | 4.80 | -12.99 | 5.43 | 3.05 | 5.47 | 3.64 |
| Armytage Australian Equity Income Fund | Australian Shares | 7.16 | 1.59 | 7.21 | 4.09 | 7.40 | 8.26 |
| AUI Property Income Fund Wholesale | Property | 7.26 | -2.30 | 10.30 | 7.09 | 8.87 | 7.47 |
| Bentham Professional Global Income Fund | Global Credit | 4.22 | 7.12 | 4.17 | 3.07 | 4.38 | 6.36 |
| Bentham Wholesale Global Income Fund | Global Credit | 4.27 | 7.40 | 4.22 | 3.19 | 4.41 | 6.44 |
| Bentham Wholesale High Yield Fund | High Yield Credit | 6.98 | 3.43 | 6.98 | 4.20 | 6.57 | 7.20 |
| BT Income Plus Retail Fund | Multi-Sector | 3.09 | -1.27 | 2.67 | 1.98 | 2.55 | 2.68 |
| BT Wholesale Monthly Income Plus Fund | Multi-Sector | 2.52 | -0.31 | 3.18 | 3.09 | 3.53 | 3.62 |
| CFS Wholesale Equity Income Fund | Australian Shares | 8.59 | 4.58 | 7.22 | 6.95 | 7.35 | 9.49 |
| CFS Wholesale Global Credit Income Fund | Global Credit | 0.42 | 2.12 | 1.80 | 2.11 | 4.61 | 3.83 |
| CFS Wholesale Target Return Income Fund | Multi-Sector | 2.48 | 2.44 | 2.57 | 2.20 | 3.85 | 2.94 |
| DDH Preferred Income Fund | Multi-Sector | 1.66 | 2.13 | 3.42 | 3.57 | 3.90 | 5.70 |
| Elstree Enhanced Income Fund | Hybrids | 3.17 | 8.81 | 3.50 | 6.25 | 3.75 | 7.53 |
| SGH Property Income Fund | Property | 3.76 | -12.82 | 7.16 | 1.35 | 10.24 | 3.08 |
| Janus Henderson Global Equity Income Fund | Global Shares | 3.10 | -2.54 | 3.08 | 3.52 | 3.13 | 5.63 |
| Janus Henderson Tactical Income Fund | Australian Fixed Interest | 4.06 | 3.04 | 2.69 | 2.84 | 2.81 | 2.98 |
| Invesco Wholesale Senior Secured Income | Global Credit | 4.88 | 4.00 | 4.80 | 2.94 | 4.73 | 5.35 |
| Investors Mutual Equity Income Fund | Australian Shares | 7.48 | -3.34 | 7.56 | -0.88 | 7.88 | 3.78 |
| IOOF Income Trust | Australian Fixed Interest | 3.06 | 4.63 | 2.80 | 3.79 | 3.23 | 4.26 |
| IOOF Property Income Plus Fund | Property | 1.75 | -13.16 | 3.26 | 0.26 | 3.62 | 2.48 |
| Kapstream Wholesale Plus Absolute Return Income Fund | Multi-Sector | 2.64 | 0.42 | 2.77 | 2.21 | 2.88 | 2.79 |
| Lazard Australian Diversified Income Fund | Australian Shares | 3.86 | 8.31 | 3.81 | 2.76 | 5.49 | 6.78 |
| Legg Mason Martin Currie Equity Income Trust A | Australian Shares | 3.69 | 2.47 | 4.96 | 2.71 | 5.57 | 6.79 |
| Legg Mason Martin Currie Real Income Fund A | Australian Shares | 4.97 | -15.08 | 6.35 | 3.60 | 6.72 | 5.81 |
| Macquarie Income Opportunities Fund | Australian Credit | 4.43 | 0.52 | 3.69 | 2.22 | 3.62 | 3.25 |
| Merlon Wholesale Australian Share Income Fund | Australian Shares | 5.28 | 5.14 | 5.42 | 1.95 | 5.66 | 5.90 |
| Microequities High Income Value Microcap | Australian Shares | 3.92 | 20.73 | 4.51 | 7.37 | 5.02 | 10.15 |
| MLC Wholesale Horizon 2 Income Portfolio | Multi-Sector | 3.03 | 1.14 | 3.25 | 2.37 | 3.94 | 3.36 |
| MLC Wholesale IncomeBuilderTM | Australian Shares | 5.27 | 2.91 | 6.74 | 2.63 | 7.12 | 5.99 |
| Nikko AM Australian Share Income | Australian Shares | 5.11 | 5.40 | 6.26 | 2.98 | 7.42 | 7.90 |
| Payden Global Income Opportunities Fund | Multi-Sector | 0.92 | -0.22 | 1.29 | 2.04 | 1.73 | 3.08 |
| Perennial Value Shares for Income Trust | Australian Shares | 5.73 | 6.07 | 7.60 | 2.78 | 7.93 | 6.64 |
| Perpetual Credit Income Fund | Australian Credit | 2.33 | 3.77 | 3.49 | 3.24 | 3.83 | 4.21 |
| Perpetual Wholesale Diversified Income | 2.28 | 3.63 | 3.00 | 2.88 | 3.34 | 3.83 | |
| Perpetual Wholesale Plus Diversified Income Fund | Australian Fixed Interest | 2.36 | 3.75 | 3.08 | 3.01 | 3.42 | 3.95 |
| PIMCO Income Wholesale Fund | Global Fixed Interest | 3.99 | 4.84 | 3.92 | 4.25 | 4.24 | 5.80 |
| Plato Australian Shares Income Fund | Australian Shares | 4.84 | 4.99 | 7.49 | 5.60 | 7.35 | 8.39 |
| Plato Global Shares Income Fund | Global Shares | 5.49 | -4.57 | 6.49 | 2.34 | 6.65 | 5.84 |
| PM Capital Enhanced Yield Fund | Global Fixed Interest | 1.10 | 2.43 | 2.24 | 2.39 | 2.92 | 3.74 |
| Premium Asia Income Fund | Global Fixed Interest | 11.16 | 7.75 | 8.21 | 8.14 | 8.97 | 9.53 |
| RARE Infrastructure Income Fund | Global Shares | 6.63 | 0.08 | 6.18 | 11.33 | 6.33 | 10.41 |
| Russell Australian Bond Income | Australian Fixed Interest | 4.51 | -2.71 | 4.07 | 3.84 | 3.83 | 3.09 |
| Russell Investment Multi-Asset Income Strategy | Multi-Sector | 4.86 | 3.80 | 3.40 | 3.37 | 3.51 | 4.38 |
| Schroder Fixed Income Professional Fund | Australian Fixed Interest | 2.08 | -0.47 | 2.25 | 4.70 | 2.96 | 3.80 |
| Schroder Wholesale Plus Fixed Income Fund | Australian Fixed Interest | 5.29 | -0.50 | 4.03 | 4.59 | 3.94 | 3.69 |
| SGH Property Income Professional Investor | Property | 3.76 | -12.82 | 7.16 | 1.35 | 10.24 | 3.08 |
| Smarter Money Higher Income Direct Investor Fund | Australian Fixed Interest | 2.72 | 3.37 | 2.71 | 2.79 | 3.08 | 3.55 |
| Spectrum Strategic Income | Australian Fixed Interest | 3.10 | 1.68 | 3.17 | 3.22 | 3.42 | 3.90 |
| Trilogy Enhanced Income | Australian Credit | 2.80 | 2.83 | 3.72 | 3.74 | n/a | n/a |
| UBS Diversified Fixed Income Fund | Global Bonds | 3.15 | -2.37 | 3.77 | 3.34 | 4.04 | 3.18 |
| UBS Income Solution Fund | Australian Credit | 2.94 | 1.56 | 3.07 | 2.77 | 4.08 | 4.12 |
| Vanguard Australian Shares High Yield Fund Wholesale | Australian Shares | 4.04 | 11.79 | 5.98 | 6.62 | 6.42 | 9.76 |
| Vanguard Australian Shares High Yield Fund Retail | Australian Shares | 4.26 | 11.37 | 6.48 | 6.11 | 7.13 | 9.24 |
| Yarra Enhanced Income Fund | Multi-Sector | 3.39 | 2.20 | 3.58 | 4.43 | 3.80 | 5.96 |
| Yarra Income Plus Fund | Multi-Sector | 2.23 | -1.37 | 2.41 | 3.08 | 3.37 | 3.57 |