Income Unit Trust

The Income Unit Trust is designed as a moderately conservative investment vehicle to provide enhanced income potential rather than capital gain. Investors should view the Unit Trust as a low/medium risk investment suitable for a 1-4 year investment time frame. The Income Unit Trust would also be suitable for an investor wanting a regular income similar to what is offered by traditional bank accounts, with the added advantage of potential capital growth.

The Income Unit Trust will invest in a diversified range of asset categories depending on the historical trends and the researched opportunities identified by the Manager. Emphasis will be on higher income-producing securities, cash and bonds. This will mean utilising opportunities in different international markets, particularly when they may be offering higher interest rates than we can get in New Zealand.

The Income Unit Trust is designed for the investor who wants their investment to achieve a steady stream of quarterly income or those that are looking for a conservative, shorter term investment.
Investors can choose to have distributions reinvested or paid quarterly into their bank accounts.

2011

Income Fund Update - December

Income Fund Update - November

Income Fund Update - October

Income Fund Update - September

Income Fund Update - August

Income Fund Update - July

Income Fund Update - June

Income Fund Update - May

Income Fund Update - April

Income Fund Quantitative Analysis - March

Income Fund Update - March