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Navigating Uncertainty: Balance your portfolio with Floating Rate Notes

Trade Wars and persistent inflation continue to challenge investors seeking yield, capital preservation and liquidity. In today’s environment, Floating Rate Notes can offer a way to balance duration risk and a portfolio hedge against volatility.

Capital Preservation and Liquidity

aims to preserve capital and maintain liquidity during times of market stress.

Regular Income

intends to distribute income on a monthly basis1.

Yield Enhancement

potential to deliver a yield above the RBA Cash Rate TRI.

Quarterly Update with the PM

Inflation is easing and the RBA has cut rates to 3.60%. This quarterly video dives into key shifts in Australia’s fixed income market-rate outlooks, credit markets and how investors can manage duration risk.

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