DDH Preferred Income Fund

(ARSN 108 161 575)

The DDH Preferred Income Fund (Fund) is a unit trust designed to produce returns in excess of cash and traditional fixed income funds achieved by diversification across industry sectors and assets. It aims to provide exposure to high yielding securities not included in traditional fixed income portfolios.

The Fund invests in:

Investment Grade securities;
Securities issued by APRA regulated entities; and
Investment Committee approved securities.

These assets are combined in a professionally managed diversified portfolio consisting of hybrid securities, corporate bonds, floating rate notes and other high yielding securities.

Fund Manager

The Investment Manager of the Fund is Evans & Partners, one of the pre-eminent participants in the Australian Fixed Interest and Hybrid securities markets.

Objectives of the Fund:

Returns to Unitholders in excess of cash and traditional fixed interest investments;
A diversified exposure to fixed income, floating rate and hybrid investments; and
Low volatility of returns.

The Fund will typically invest in 20 to 30 securities with the aim of providing investors with enhanced risk / return characteristics when compared to traditional equity or fixed income portfolios.

Key Features:

$5,000 minimum investment
Quarterly income distribution
0.82% management fees and costs
Up to 1% entry fee
daily unit pricing

To invest in the Fund please read the entire the Product Disclosure Statement below and complete the application form at the end of the document.

Download the Product Disclosure Statement (PDF)

Click here for Quarterly Performance Reports

Click here for Unit Prices