INDEX PRODUCT of IndexPro is a structured investment product offering exposure to the ASX 200 index (excluding dividends), with additional features aimed at both downside protection and leveraged upside.
The IndexPro Strategy is a sophisticated investment approach designed to provide targeted exposure to Australian equities and floating rate notes over a 5-year term. It comprises two distinct components: an ASX200 Structured Investment providing growth exposure (80% allocation) and an Active Fixed Income component (20% allocation).
This component of the strategy aims to provide enhanced income and additional downside protection through active management of a portfolio of investment-grade Australian Floating-Rate Notes (FRNs).
Primarily invests in cash securities and investment-grade floating-rate Australian bank-issued senior and tier 2 bonds.
Very low interest rate risk due to the variable nature of FRN payments, which reset monthly or quarterly.
Since inception in December 2022, the fund has returned 12.20% pa gross (11.30% pa net) with a volatility of 1.44% pa.
Offers potential for regular income, complementing the capital growth focus of INDEX PRODUCT.
Acts as a buffer during negative market performance, helping to reduce overall portfolio volatility.
Performance is independent of Component 1, enhancing diversification.
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