The Realm High Income Fund (Fund) aims to provide regular income of 3% (net of fees and after franking) over the RBA cash rate through the market cycle while seeking to preserve capital. To achieve this the Fund invests primarily in domestic investment grade asset backed securities and corporate bonds as well as government bonds and hybrids, whilst actively managing the credit exposures to mitigate risk.
The Fund is a diversified, actively managed fixed income portfolio that invests in cash and domestically issued fixed interest securities. These securities include:
Across the market cycle the Team will evaluate and alter the level of credit risk according to their appraisal of the domestic corporate debt market, in the context of Australian and Global economies. The Fund's strategy affords the Team flexibility to invest across a wide range of asset classes across the credit cycle, based on:-
Combining a risk first approach to investing along with the Fund's flexible investment mandate and the use of proprietary models, the Team utilise their experience to allocate tactically and strategically to minimise volatility of returns.