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IndexPro

Its like an index ETF, only better

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.

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Invest like the Pro’s, with IndexPro

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).

Key features include:

investment focus

Investment Focus

Primarily invests in cash securities and investment-grade floating-rate Australian bank-issued senior and tier 2 bonds.

Interest Rate Sensitivity

Very low interest rate risk due to the variable nature of FRN payments, which reset monthly or quarterly.

Performance

Since inception in December 2022, the fund has returned 12.20% pa gross (11.30% pa net) with a volatility of 1.44% pa.

benefits:

Income Generation

Offers potential for regular income, complementing the capital growth focus of INDEX PRODUCT.

Downside Protection

Acts as a buffer during negative market performance, helping to reduce overall portfolio volatility.

Low Correlation

Performance is independent of Component 1, enhancing diversification.

Trusted by investors, everywhere

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