Australian Equity Income Fund

Australian Equity Income Fund

The fund is managed with a view to offering investors long-term capital growth potential and a regular quarterly income stream, from a portfolio of investments drawn from the S&P ASX100 Accumulation Index.

Unit Price

Application $0.8351
Redemption $0.8309

Investment Strategy

The fund uses exchange-traded options to enhance the yield on the underlying physical investments through a Buy/Write and Sell/Put strategy. Options are not used for gearing or protection purposes and the Fund is never more than 100% exposed to the market. The Australian Equity Income Fund (formerly Enhanced Leaders Fund) was developed after extensive consultation within the Australian IFA market. It focuses on generating an above market yield with a lower than market volatility. Recommended investment timeframe: 5 – 6 years The fund has been rated by Lonsec which is an independent research house. It also has a four star rating with Morningstar for 3 and 5 years.

Fund Performance – Unit Price

Application $0.8351
Redemption $0.8309

Shareholding – Top 10

See latest monthly fact sheet under “Reports” below %.

Australian Managed Funds How To Invest

Investors

Armytage Australian Equity Income – PDS

Armytage Reference Guide for PDS

Before investing in the Armytage funds, you should carefully read the Product Disclosure Statement (PDS). This document contains important information regarding the funds. Download a copy of the PDS from our site or contact us for a hard copy to be mailed to you. To invest in the Armytage funds, you will need to complete the application form included in the PDS.

Please sign and date where indicated and forward all pages of the application form to the following address:

FundBPO Pty Ltd
Attn: Client Services Registry Team
GPO Box 4968
Sydney, NSW 2001

Fax: (02) 9251 3525 Email: registry@fundbpo.com

Payment for your application may be made by cheque or via electronic funds transfer. If paying by cheque, please forward with your application form to the above address. Should you wish to remit funds via electronic funds transfer, please refer to the application form in the PDS.

Financial Advisers Access to the Armytage Australian funds is also available via the following platforms:

Armytage Australian Equity Income Fund

  • BT Wrap
  • Asgard
  • NetWealth
  • Wealth Trac
  • FirstWrap
  • AXA North
  • Hub24
  • mFund

Armytage Strategic Opportunities Fund

  • BT Wrap
  • NetWealth
  • Hub24
  • mFund