Aim Precision Capital Management
Stable Income Fund (SIF)
Capital Preservation
Diversified Portfolio
Our Stable Income Fund is constructed with a diversified portfolio of fixed income investments aimed at delivering low volatility and stable returns. Using a strategic approach centred on capital preservation, the fund aims to provide investors with a benchmark of RBA + 1.5%* and flexibility of monthly redemption.
1. This is a targeted return as of 2024 January, and may not eventuate. Specific risks may impact on the possibility of such a return in future.
2. Wholesale Investors Only
RBA + 1.5% p.a.
1
Benchmark
AUD $50,000
2
Minimum Investment
Mar 2024
Fund Inception
Why Invest in SIF?
Diversified Fixed Income Investments
Maintaining a diverse portfolio with high-quality fixed asset interest securities for stable income.
Strategic Investment in Other Funds
Allocating capital to select investment funds with similar objectives for enhanced diversification and leveraging external expertise.
Conservative Risk Management
Focusing on property-backed investments with conservative Loan-to-Value Ratios (LVR) below 75% for capital protection.
Inflation-Responsive Strategy
Adapting to strategy to inflation trends for balanced income generation and prudent asset growth.
Performance
1 Month | 3 Months | 6 Months | Since Inception p.a. |
|---|---|---|---|
0.65% | 1.92% | 3.51% | 6.77% |
* Past performance is not indicative of future performance.
* Fund started in March 2024 and the data is as at November 2024
How to Invest?
1
Complete Application Form
Complete an Application Form with necessary documents via the application link below.
2
Receive Invoice After Approval
You will receive an invoice to make payment once your investment application has been approved.
3
Finalise Investment
The Application Form and monies must be received 3 Business Days prior to the last day of the month.
