YieldReport is rather fond of yield-versus-maturity scatter diagrams as they show at a glance where the anomalies lie when they exist. Evans and Partners’ Head of Income Products, Michael Saba, recently produced a scatter diagram for major bank hybrids (see below) and then made a few observations. “The scatter diagram shows where the value is. Switch from ANZPC to WBCPC or CBAPC. Around the CBAPC maturity WBCPD offers better value. With the...
| 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