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 | 4.34 | 1.40 | 1.54 | 3.19 | 4.31 | 2.97 |
| Aberdeen Multi-Asset Income Fund | Multi-Sector | 5.48 | -9.60 | 4.59 | -1.73 | 4.48 | 0.36 |
| Acadian Australian Equity High Yield Class A Fund | Australian Shares | 10.34 | -19.24 | 8.79 | -4.25 | 8.73 | -1.26 |
| Acadian Defensive Income - Class A Fund | Cash | 2.61 | -0.11 | 2.49 | 1.19 | 2.53 | 1.55 |
| Advance Defensive Yield Multi-Blend Fund | Multi-Sector | 1.13 | -0.73 | 2.07 | 0.83 | 2.34 | 1.08 |
| Alpha Diversified Income Fund | Global Fixed Interest | 10.63 | -0.57 | 5.63 | 1.83 | 4.52 | 1.97 |
| Alpha Enhanced Yield Fund | Global Fixed Interest | 4.48 | -8.61 | 3.94 | -2.21 | 3.45 | -0.67 |
| AMP Capital Australian Equity Income Fund | Australian Shares | 3.80 | -25.02 | 5.13 | -6.64 | 5.45 | -3.81 |
| AMP Capital Equity Income Generator Fund | Australian Shares | 3.80 | -25.02 | 5.14 | -6.63 | 5.46 | -3.80 |
| AMP Specialist Diversified Fixed Income Fund | Global Fixed Interest | 3.12 | 3.31 | 3.13 | 3.64 | 3.11 | 2.95 |
| Antares Income Fund | Australian Fixed Interest | 1.39 | 0.58 | 2.01 | 1.80 | 2.17 | 2.17 |
| Antares Professional Dividend Builder Fund | Australian Shares | 3.92 | -20.60 | 5.25 | -7.80 | 6.19 | -3.40 |
| APN Property for Income Fund | Property | 3.62 | -29.22 | 4.97 | -5.62 | 5.36 | 0.30 |
| Armytage Australian Equity Income Fund | Australian Shares | 8.91 | -13.04 | 7.78 | -0.20 | 7.50 | 1.51 |
| AUI Property Income Fund Wholesale | Property | 10.63 | -9.57 | 9.93 | 3.69 | 8.55 | 6.77 |
| Bentham Professional Global Income Fund | Global Credit | 3.34 | -7.42 | 4.11 | -0.02 | 4.38 | 2.05 |
| Bentham Wholesale Global Income Fund | Global Credit | 3.36 | -7.39 | 4.13 | 0.02 | 4.42 | 2.09 |
| Bentham Wholesale High Yield Fund | High Yield Credit | 5.47 | -9.52 | 6.28 | -0.34 | 6.46 | 2.55 |
| BT Income Plus Retail Fund | Multi-Sector | 2.63 | -3.33 | 2.66 | 1.01 | 2.51 | 0.89 |
| BT Wholesale Monthly Income Plus Fund | Multi-Sector | 2.79 | 1.97 | 3.59 | 3.63 | 3.78 | 3.21 |
| CFS Wholesale Equity Income Fund | Australian Shares | 7.35 | -9.95 | 7.23 | 1.28 | 7.27 | 1.54 |
| CFS Wholesale Global Credit Income Fund | Global Credit | 1.21 | -3.55 | 5.98 | 0.79 | 5.25 | 2.04 |
| CFS Wholesale Target Return Income Fund | Multi-Sector | 2.08 | -1.35 | 4.03 | 1.41 | 4.08 | 2.00 |
| DDH Preferred Income Fund | Multi-Sector | 2.82 | -1.78 | 3.85 | 2.60 | 4.07 | 3.22 |
| Elstree Enhanced Income Fund | Hybrids | 2.16 | -2.85 | 3.24 | 2.88 | 3.60 | 3.60 |
| SGH Property Income Fund | Property | 5.85 | -36.71 | 9.98 | -11.08 | 11.19 | -3.30 |
| Janus Henderson Global Equity Income Fund | Global Shares | 2.48 | -0.85 | 3.21 | 5.29 | n/a | n/a |
| Janus Henderson Tactical Income Fund | Australian Fixed Interest | 1.22 | 1.04 | 1.93 | 2.30 | 2.72 | 2.56 |
| Invesco Wholesale Senior Secured Income | Global Credit | 4.25 | -13.51 | 4.25 | -2.55 | 4.56 | 0.50 |
| Investors Mutual Equity Income Fund | Australian Shares | 4.25 | -22.92 | 6.77 | -5.99 | 7.21 | -0.64 |
| IOOF Income Trust | Australian Fixed Interest | 1.97 | 1.60 | 2.97 | 2.84 | 3.55 | 3.17 |
| Kapstream Wholesale Plus Absolute Return Income Fund | Multi-Sector | 2.15 | 0.65 | 2.93 | 2.23 | 2.91 | 2.44 |
| Lazard Australian Diversified Income Fund | Australian Shares | 1.80 | -14.95 | 4.93 | -2.01 | 6.23 | 1.36 |
| Legg Mason Martin Currie Equity Income Trust A | Australian Shares | 4.02 | -18.13 | 5.59 | -4.95 | 6.50 | -0.14 |
| Legg Mason Martin Currie Real Income Fund A | Australian Shares | 5.44 | -22.91 | 6.42 | -2.17 | 7.09 | 3.22 |
| Macquarie Income Opportunities Fund | Australian Credit | 3.67 | -0.99 | 3.46 | 1.59 | 3.06 | 2.14 |
| Mercer Income Plus Fund | Multi-Sector | 6.81 | -7.90 | 3.87 | 0.50 | 5.26 | 2.18 |
| Merlon Wholesale Australian Share Income Fund | Australian Shares | 4.47 | -18.15 | 5.17 | -5.00 | 5.45 | -0.75 |
| Microequities High Income Value Microcap | Australian Shares | 4.23 | -22.75 | 4.26 | -8.64 | 5.25 | -1.34 |
| MLC Wholesale Horizon 2 Income Portfolio | Multi-Sector | 2.92 | -5.10 | 3.33 | -0.02 | 3.79 | 1.09 |
| MLC Wholesale IncomeBuilderTM | Australian Shares | 7.06 | -20.58 | 6.87 | -7.37 | 7.40 | -3.48 |
| National Investment Trust - Dividend Imputation | Australian Shares | 8.34 | 1.35 | 12.13 | 2.65 | 11.95 | 2.50 |
| National Investment Trust Monthly Income | Multi-Sector | 3.41 | 3.03 | 3.18 | 3.59 | 3.61 | 3.29 |
| Nikko AM Australian Share Income | Australian Shares | 3.90 | -23.00 | 7.40 | -6.25 | 7.76 | -1.04 |
| Payden Global Income Opportunities Fund | Multi-Sector | 0.80 | -10.15 | 1.31 | -1.82 | 1.50 | 0.39 |
| Perennial Value Shares for Income Trust | Australian Shares | 9.00 | -21.70 | 7.43 | -6.32 | 7.34 | -3.12 |
| Perpetual Credit Income Fund | Australian Credit | 3.24 | -1.07 | 3.98 | 2.02 | 3.82 | 2.82 |
| Perpetual Wholesale Diversified Income | 2.73 | -1.74 | 3.30 | 1.50 | 3.34 | 2.38 | |
| Perpetual Wholesale Plus Diversified Income Fund | Australian Fixed Interest | 2.82 | -1.54 | 3.38 | 1.63 | 3.42 | 2.50 |
| PIMCO Income Wholesale Fund | Global Fixed Interest | 3.52 | -5.45 | 4.03 | 0.76 | n/a | n/a |
| Plato Australian Shares Income Fund | Australian Shares | 4.26 | -16.18 | 6.98 | -2.33 | 6.80 | -0.14 |
| Plato Global Shares Income Fund | Global Shares | 5.38 | -12.64 | 6.24 | 1.40 | n/a | n/a |
| PM Capital Enhanced Yield Fund | Global Fixed Interest | 1.98 | -1.32 | 2.89 | 1.68 | 3.14 | 2.42 |
| Premium Asia Income Fund | Global Fixed Interest | 4.56 | 0.58 | 7.05 | 4.21 | 7.51 | 7.21 |
| RARE Infrastructure Income Fund | Global Shares | 2.90 | -1.92 | 6.32 | 4.56 | 6.70 | 5.59 |
| Russell Australian Bond Income | Australian Fixed Interest | 2.96 | 5.57 | 3.40 | 5.14 | 3.67 | 3.78 |
| Russell Investment Multi-Asset Income Strategy | Multi-Sector | 3.55 | -4.35 | 3.03 | 0.62 | 3.49 | 1.43 |
| Schroder Fixed Income Professional Fund | Australian Fixed Interest | 2.32 | 5.95 | 2.73 | 5.22 | 3.35 | 3.80 |
| Schroder Wholesale Plus Fixed Income Fund | Australian Fixed Interest | 4.43 | 5.84 | 3.31 | 5.09 | 3.62 | 3.69 |
| SGH Property Income Professional Investor | Property | 5.85 | -36.71 | 9.98 | -11.08 | 11.19 | -3.30 |
| Smarter Money Higher Income Direct Investor Fund | Australian Fixed Interest | 1.49 | 0.32 | 2.58 | 1.93 | 3.11 | 2.74 |
| Spectrum Strategic Income | Australian Fixed Interest | 3.42 | 1.49 | 2.88 | 3.35 | 4.32 | 3.81 |
| IOOF Property Income Plus Fund | Property | 2.18 | -35.37 | 3.05 | -10.71 | 3.67 | -3.35 |
| UBS Diversified Fixed Income Fund | Global Bonds | 3.00 | 4.21 | 3.72 | 4.33 | 3.90 | 3.40 |
| UBS Income Solution Fund | Australian Credit | 2.54 | -1.79 | 3.97 | 1.87 | 4.07 | 2.57 |
| Vanguard Australian Shares High Yield Fund Wholesale | Australian Shares | 4.32 | -18.20 | 6.53 | -4.35 | 6.93 | -2.18 |
| Vanguard Australian Shares High Yield Fund Retail | Australian Shares | 6.07 | -18.65 | 7.32 | -4.85 | 7.86 | -2.68 |
| Yarra Enhanced Income Fund | Multi-Sector | 2.17 | -3.06 | 3.31 | 2.64 | 3.70 | 3.54 |
| Yarra Income Plus Fund | Multi-Sector | 1.63 | -3.40 | 2.58 | 1.74 | 3.65 | 2.66 |