Shaw and Partners Income Strategies desk just published a simple but illuminating review of interest rate securities’ returns for the financial year to 29 June 2017. Here it is: source: Shaw and Partners The best returning securities were typically hybrids which have passed their step-up dates, such as Seven TELYS 4 (ASX code: SVWPD) and some income securities such as those issued by Macquarie (ASX code: MBHLB) and NAB (ASX...
| Domestic Income Funds | Yield* | Assets |
|---|---|---|
| Coolabah Floating-Rate High Yield (Mngd)-Ast Inv | 9.19% | Alternative Fixed Income |
| Coolabah Short Term Income (Managed) | 5.42% | Alternative Fixed Income |
| Coolabah Short Term Income-Assisted | 5.82% | Alternative Fixed Income |
| Coolabah Short Term Income-Direct | 5.42% | Alternative Fixed Income |
| Finexia Childcare | 10.00% | Childcare Credit |
| Finexia StayCo | 10.00% | Accommodation |
| SocietyOne Personal Loans Trust | 6.87% | Private Creadit |
| Aura Core Income Fund | 7.88% | Private Credit |
| Aura Private Credit income Fund | 8.85% | Private Credit |
* ANNUALISED INCOME DECLARED OVER PAST 3 MONTHS AT 1 FEB 24