Targeted 5.45%p.a Fixed Income Fund
Retail and Wholesale Investors – MINIMUM $100,000
- ASIC Registered Managed Investment Scheme with the registered named Walker Capital Fixed Income Fund ARSN 653 791 916 (Fund)
- Targeted distribution of monthly income equivalent to 5.45% p.a*
- Time horizon preferably 2 years and a minimum investment period of 6 months to avoid exit fees
- The Fund invests in other funds which invest in income fund investments, including investment-grade corporate and government bonds, inflation and interest rate derivatives, bank bills and negotiable certificates of deposit, and the Fund provides loans to related and non-related companies to earn interest income.
- The post-Covid stimulus has seen significant inflation of stocks and property globally. The Fund aims to provide a higher income stream to hedge inflation.
Download the PDS and TMD
Fund Characteristics:
Responsible Entity & Administrator: Primary Securities Ltd
Investment Manager & Threshold Manager: Nexis Advisory Pty Ltd
Fund structure: unlisted fixed income fund
Minimum Investment: $100,000
Targeted distribution of monthly income equivalent to 5.45% p.a
Targeted returns are not guaranteed and may be adversely affected by changes in market conditions. Investors are at risk of losing some or all of their investment
We recommend that you download, after completing the required contact information, by clicking the link below, a current Product Disclosure Statement (PDS) and Target Market Determination (TMD) as required for this Fund, issued by Primary Securities Ltd (AFSL 224107). You should consider this information and seek independent financial advice before making any decisions regarding investing in the Fund.
Unique Threshold Manager Feature
* This is achieved with the appointment of a Threshold Manager who may, in its sole discretion, make payments to the benefit of the Fund to make the targeted Monthly distribution of income to investors of 5.45% p.a
