Realm High Income Fund

Investment Objective

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.

Investment Strategy

The Fund is a diversified, actively managed fixed income portfolio that invests in cash and domestically issued fixed interest securities. These securities include:

  • debt issued by banks and corporations
  • mortgage and asset backed securities
  • government and semi-government bonds.

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:-

  • their outlook on international and domestic markets
  • direction of interest rates
  • corporate fundamental

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.

Lonsec Disclaimer The Lonsec Rating assigned April 2017 presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Realm Investment House product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec's Ratings methodology, please refer to our website.