Income Portfolios

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:

  • Cautious,
  • Cautious+,
  • Balanced; and
  • Balanced+

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.

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