Aim Precision Capital Management
Stable Income Fund (SIF)
Diversified portfolio of fixed income investments for stable returns
RBA + 4-6% p.a.
Target Return
AUD $50,000
Minimum Investment
March 2024
Fund Inception
1
2
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 an annualised target return of RBA + 4-6%.
1
Diversified Fixed Income Investments
Maintaining a diverse portfolio with high-quality fixed asset interest securities for stable income.
Conservative Risk Management
Focusing on property-backed investments with conservative Loan-to-Value Ratios (LVR) below 75% for capital protection.
Strategic Investment in Other Funds
Allocating capital to investment funds with similar objectives to enhance diversification and leverage external expertise.
Inflation-Responsive Strategy
Adapting to strategy to inflation trends for balanced income generation and prudent asset growth.
1. This is a targeted return, and may not eventuate. Specific risks may impact on the possibility of such a return in future.
2. Wholesale Investors Only
Fund Performance
1
0.64%
1 Month
1.89%
3 Month
3.85%
6 Month
7.14% p.a.
Since Inception
8.38%
Since Inception
Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 0.62% | 0.58% | 0.66% | 0.64% | ||||||||
2024 | 0.49% | 0.49% | 0.49% | 0.41% | 0.51% | 0.63% | 0.62% | 0.64% | 0.65% | 0.64% |
1. The performance data presented reflects the track record of the Foundation Class, which shares the same underlying fund structure, strategy, and management as the Capital Reserve Class. Please note that differences in fee structures and redemption terms may result in variations in net performance outcomes for the Capital Reserve Class. The performance data for the Foundation Class is up to April 2025. Past performance is not indicative of future performance. Specific risks of the Fund may impact on the possibility of such a return in future.
How to Invest?
1. Complete Application Form
2. Receive Invoice & Payment Instruction
An invoice with payment instructions will be issued upon application submission.
3. Investment Completion
Once your application is approved and funds are received, your investment is confirmed and will start generating returns from the following month.
* Application form and funds must be received at least 3 business days before month-end.
