Enhanced Yield Fund

Fund overview

The Enhanced Yield Fund aims to create long term wealth through identifying and profiting from market anomalies predominately in debt, corporate bond and hybrid security markets around  the world. Originally developed to invest the portion of PM Capital's own money which would otherwise sit in cash, the Fund was opened to co-investors as we realised our problem – how to produce regular income and attractive returns with low volatility – was shared by many other investors, and our solution may be able to help them achieve their own goals.

Blocks

The Fund may be suitable if you are looking for:

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Steady income

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Attractive levels of income to fund your lifestyle regardless of your age group

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Pale Blue

Capital stability

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Investors in the Fund over the recommended minimum time (2 plus years) have received attractive returns in excess of cash since inception (and were provided 100% liquidity) with a low degree of volatility - despite events such as the Global Financial Crisis and the European Debt Crisis. 

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Light Grey

Experience

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Access to a portfolio of stand-out investments chosen by an experienced  team backed by an established philosophy and process

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Blue

Purpose built

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The Fund is built security by security, handpicked by the PM Capital team. The potential for returns may be significantly different to those provided by more traditional global income funds

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Black

No currency risk

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There is no material currency exposure in the Fund - as far as practicable foreign currency exposures are converted back to Australian Dollars

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Pale Blue

Meet the Manager

Why invest?  

Dependable

A minimum 20% cash position helps the Fund preserve capital and achieve its return objectives with low volatility. The Fund’s process is effective and repeatable, based on a proven philosophy developed over 15 years. This has produced  attractive returns for co-investors.

Careful

We have an authentic investment process where our exposure to industry sectors, geographic regions or market capitalisation is determined solely by our conviction in individual  risk/ reward opportunities that we identify. No conviction = no investment.

Co-investment

Our co-investors receive access to a unique subset of opportunities to which they would otherwise find difficult to access. The management team have significant investments in the Fund – they invest for and with you.

 

 

 

Investment objective

investment objective

 

To provide investors a  return in excess of the Reserve Bank of Australia’s (RBA) cash rate. The Fund aims to outperform the RBA cash rate with a low degree of volatility and minimal risk of capital loss.

Fund facts

Fund Category
Fixed Income
Investment style

Fundamental, bottom-up, research-intensive approach

Minimum investment
$20,000
Inception date
Suggested investment time

2 years plus

Investor Profile

The Fund may be appropriate for investors seeking capital preservation and potential return in excess of the Reserve Bank of Australia's cash rate with a low degree of volatility