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Navigating uncertainty: Balance your portfolio with floating rate notes

Geopolitical tensions, higher energy prices and persistent inflation are keeping pressure on income, capital stability and liquidity. In today’s environment, Floating Rate Notes can capture elevated front‑end yields while limiting duration risk as policy uncertainty drives 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.

Capital stability and efficient income in action

Quarterly update with the Portfolio Manager

With inflation remaining stubbornly high and interest rates continuing to rise, what should investors be watching next? In this Q3 update, Simon explores the RBA's latest rate decision, the outlook for bond yields, and why floating rate notes may continue to offer compelling opportunities in today's market.

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