Our income portfolios are for investors requiring a regular income and above-inflation returns.
Who are they for?
The Income Portfolios aim to generate a steady and sustainable return, whilst retaining capital value. There are four risk-rated model portfolios which are designed to help you achieve your financials goals within a level of risk that is right for you:
- Balanced; and
These portfolios may be appropriate for investors who are looking to generate additional income for retirement.
How do they work?
Aiming for a yield of around 4% with a minimum target of 3%, the portfolios will invest across all asset classes (equity, bond, commercial property and alternatives) on a global basis.
The portfolios will re-balance quarterly and are based on the same investment management approach that is the hallmark of all EQ portfolios.
» If you have any questions about the portfolios, please do not hesitate to contact us.