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 | 2.08 | 2.04 | 2.18 | 3.96 | 4.37 | 4.09 |
| Aberdeen Multi-Asset Income Fund | Multi-Sector | 3.67 | -7.36 | 4.55 | 0.11 | 4.42 | 2.16 |
| Acadian Australian Equity High Yield Class A Fund | Australian Shares | 10.11 | -14.80 | 8.72 | 0.86 | 7.84 | 2.32 |
| Acadian Defensive Income - Class A Fund | Cash | 1.89 | -0.50 | 2.33 | 1.21 | 2.43 | 1.46 |
| Advance Defensive Yield Multi-Blend Fund | Multi-Sector | 1.31 | 0.67 | 1.78 | 1.20 | 2.46 | 1.60 |
| Alpha Diversified Income Fund | Global Fixed Interest | 0.97 | -0.54 | 5.43 | 2.34 | 4.19 | 2.50 |
| Alpha Enhanced Yield Fund | Global Fixed Interest | 1.99 | -3.83 | 3.19 | -1.15 | 3.09 | 0.84 |
| AMP Capital Australian Equity Income Fund | Australian Shares | 4.36 | -10.84 | 5.25 | 0.62 | 5.59 | 1.63 |
| AMP Capital Equity Income Generator Fund | Australian Shares | 4.36 | -10.85 | 5.26 | 0.63 | 5.59 | 1.64 |
| AMP Specialist Diversified Fixed Income Fund | Global Fixed Interest | 3.85 | 2.81 | 3.11 | 4.11 | 3.40 | 3.95 |
| Antares Income Fund | Australian Fixed Interest | 0.78 | 0.93 | 1.69 | 1.94 | 1.98 | 2.27 |
| Antares Professional Dividend Builder Fund | Australian Shares | 3.91 | -14.68 | 4.77 | -1.95 | 6.04 | 0.97 |
| APN Property for Income Fund | Property | 4.30 | -18.90 | 5.32 | 0.02 | 5.55 | 3.70 |
| Armytage Australian Equity Income Fund | Australian Shares | 3.49 | -10.33 | 6.12 | 3.58 | 6.57 | 5.06 |
| AUI Property Income Fund Wholesale | Property | 4.18 | -5.23 | 9.08 | 4.94 | 8.28 | 7.67 |
| Bentham Professional Global Income Fund | Global Credit | 3.96 | -0.82 | 4.26 | 1.79 | 4.40 | 3.26 |
| Bentham Wholesale Global Income Fund | Global Credit | 3.96 | -0.80 | 4.29 | 1.83 | 4.42 | 3.30 |
| Bentham Wholesale High Yield Fund | High Yield Credit | 6.21 | -4.15 | 6.72 | 1.50 | 6.34 | 4.03 |
| BT Income Plus Retail Fund | Multi-Sector | 3.09 | -1.87 | 2.78 | 2.18 | 2.60 | 2.49 |
| BT Wholesale Monthly Income Plus Fund | Multi-Sector | 3.18 | 0.39 | 3.59 | 3.89 | 3.83 | 3.88 |
| CFS Wholesale Equity Income Fund | Australian Shares | 7.98 | -5.18 | 7.67 | 5.63 | 7.56 | 5.28 |
| CFS Wholesale Global Credit Income Fund | Global Credit | 1.00 | -1.06 | 2.35 | 1.56 | 4.92 | 2.59 |
| CFS Wholesale Target Return Income Fund | Multi-Sector | 2.64 | 0.37 | 2.78 | 1.97 | 4.04 | 2.49 |
| DDH Preferred Income Fund | Multi-Sector | 1.77 | 1.48 | 3.56 | 3.62 | 3.94 | 4.34 |
| Elstree Enhanced Income Fund | Hybrids | 2.07 | 4.48 | 3.25 | 5.46 | 3.63 | 6.03 |
| SGH Property Income Fund | Property | 2.00 | -21.90 | 6.18 | -3.35 | 9.67 | 1.34 |
| Janus Henderson Global Equity Income Fund | Global Shares | 2.54 | -4.25 | 3.18 | 3.64 | 2.89 | 4.49 |
| Janus Henderson Tactical Income Fund | Australian Fixed Interest | 5.80 | 5.41 | 3.48 | 3.85 | 3.41 | 3.60 |
| Invesco Wholesale Senior Secured Income | Global Credit | 4.59 | -5.87 | 4.53 | 0.36 | 4.66 | 2.30 |
| Investors Mutual Equity Income Fund | Australian Shares | 6.37 | -16.18 | 7.35 | -3.16 | 7.60 | 2.10 |
| IOOF Income Trust | Australian Fixed Interest | 0.98 | 2.40 | 2.40 | 3.26 | 3.14 | 3.59 |
| Kapstream Wholesale Plus Absolute Return Income Fund | Multi-Sector | 1.57 | 0.64 | 2.57 | 2.37 | 2.71 | 2.65 |
| Lazard Australian Diversified Income Fund | Australian Shares | 3.83 | -5.20 | 4.10 | 1.37 | 5.51 | 4.20 |
| Legg Mason Martin Currie Equity Income Trust A | Australian Shares | 2.91 | -10.72 | 4.76 | 0.17 | 5.47 | 4.17 |
| Legg Mason Martin Currie Real Income Fund A | Australian Shares | 1.56 | -16.82 | 5.49 | 1.58 | 6.20 | 6.78 |
| Macquarie Income Opportunities Fund | Australian Credit | 4.38 | 0.49 | 3.63 | 2.14 | 3.51 | 2.63 |
| Mercer Income Plus Fund | Multi-Sector | 1.03 | -10.62 | 3.69 | 0.19 | 4.07 | 2.32 |
| Merlon Wholesale Australian Share Income Fund | Australian Shares | 5.18 | -7.53 | 5.48 | -0.30 | 5.70 | 3.30 |
| Microequities High Income Value Microcap | Australian Shares | 3.33 | -1.29 | 4.07 | -0.82 | 4.91 | 6.15 |
| MLC Wholesale Horizon 2 Income Portfolio | Multi-Sector | 3.12 | -3.01 | 3.41 | 1.40 | 4.03 | 2.28 |
| MLC Wholesale IncomeBuilderTM | Australian Shares | 5.09 | -16.66 | 6.77 | -2.14 | 6.97 | 0.47 |
| National Investment Trust - Dividend Imputation | Australian Shares | 6.25 | -4.83 | 10.00 | 3.91 | 10.27 | 4.00 |
| National Investment Trust Monthly Income | Multi-Sector | 1.30 | -0.70 | 2.48 | 4.12 | 3.13 | 4.01 |
| Nikko AM Australian Share Income | Australian Shares | 4.36 | -13.17 | 6.19 | -0.46 | 7.36 | 3.69 |
| Payden Global Income Opportunities Fund | Multi-Sector | 0.90 | -3.64 | 1.42 | 0.71 | 1.71 | 2.05 |
| Perennial Value Shares for Income Trust | Australian Shares | 4.67 | -12.39 | 7.42 | -0.36 | 7.78 | 1.21 |
| Perpetual Credit Income Fund | Australian Credit | 2.27 | 1.07 | 3.72 | 2.81 | 3.68 | 3.39 |
| Perpetual Wholesale Diversified Income | 1.91 | 0.72 | 3.04 | 2.37 | 3.17 | 3.01 | |
| Perpetual Wholesale Plus Diversified Income Fund | Australian Fixed Interest | 1.97 | 0.88 | 3.12 | 2.51 | 3.25 | 3.13 |
| PIMCO Income Wholesale Fund | Global Fixed Interest | 3.74 | -1.11 | 3.83 | 2.40 | n/a | n/a |
| Plato Australian Shares Income Fund | Australian Shares | 4.76 | -8.99 | 7.68 | 3.39 | 7.24 | 4.27 |
| Plato Global Shares Income Fund | Global Shares | 5.46 | -10.84 | 6.30 | 1.05 | n/a | n/a |
| PM Capital Enhanced Yield Fund | Global Fixed Interest | 1.18 | 0.98 | 2.56 | 2.18 | 2.95 | 2.94 |
| Premium Asia Income Fund | Global Fixed Interest | 4.66 | 3.89 | 5.94 | 5.78 | 7.55 | 7.67 |
| RARE Infrastructure Income Fund | Global Shares | 2.79 | 2.82 | 5.91 | 6.67 | 5.63 | 7.70 |
| Russell Australian Bond Income | Australian Fixed Interest | 5.05 | 3.83 | 4.36 | 5.27 | 4.14 | 4.46 |
| Russell Investment Multi-Asset Income Strategy | Multi-Sector | 4.82 | -0.98 | 3.41 | 2.22 | 3.75 | 3.03 |
| Schroder Fixed Income Professional Fund | Australian Fixed Interest | 2.28 | 4.51 | 2.31 | 5.54 | 3.07 | 4.55 |
| Schroder Wholesale Plus Fixed Income Fund | Australian Fixed Interest | 1.65 | 4.41 | 2.73 | 5.41 | 3.25 | 4.42 |
| SGH Property Income Professional Investor | Property | 2.00 | -21.90 | 6.18 | -3.35 | 9.67 | 1.34 |
| Smarter Money Higher Income Direct Investor Fund | Australian Fixed Interest | 1.52 | 1.99 | 2.56 | 2.63 | 3.04 | 3.23 |
| Spectrum Strategic Income | Australian Fixed Interest | 1.80 | 1.02 | 2.70 | 3.32 | 3.45 | 4.03 |
| IOOF Property Income Plus Fund | Property | 2.85 | -21.72 | 3.73 | -2.93 | 3.93 | 1.45 |
| UBS Diversified Fixed Income Fund | Global Bonds | 3.45 | 3.71 | 4.05 | 4.71 | 4.17 | 4.37 |
| UBS Income Solution Fund | Australian Credit | 3.02 | -0.28 | 3.28 | 2.34 | 4.11 | 2.99 |
| Vanguard Australian Shares High Yield Fund Wholesale | Australian Shares | 3.91 | -12.52 | 6.15 | 0.77 | 6.27 | 2.20 |
| Vanguard Australian Shares High Yield Fund Retail | Australian Shares | 4.12 | -13.05 | 6.49 | 0.23 | 6.86 | 1.68 |
| Yarra Enhanced Income Fund | Multi-Sector | 2.35 | -0.54 | 3.21 | 3.70 | 3.67 | 4.65 |
| Yarra Income Plus Fund | Multi-Sector | 1.63 | -1.63 | 2.27 | 2.73 | 3.52 | 3.49 |