Between October 2019 and July 2022, the RBA's cash rate never climbed above 1%. Since July 2022, Australia's central bank has hiked its benchmark interest rate 12 times in 13 months. It has also often done it at multiples of the regular 25 basis point increments, making the search for stable and growing income that much more challenging.
Now, more than ever, we believe investors are more discerning and selective about where they invest their capital.
That's where we believe we have a ready and available solution.
Launched seven years ago, the Manning Monthly Income Fund is designed to grow income without taking on outsized risk. The fund has never had a negative return month in the seven years it has been in operation.
How is this possible given all the headwinds and tribulations that have plagued the financial markets over all that time?
The secret has been sticking to a five-point investment philosophy which prioritises capital preservation and asset diversification above all.
In this Fund in Focus, I'll share some details around the Manning Monthly Income Fund and introduce you to the experienced team who manage it.
Timestamps
0:00 - Introduction
1:45 - Introducing the Manning Monthly Income Fund
3:21 - The Manning Monthly Income Fund's performance
4:02 - Investment Philosophy
5:26 - The Manning AM Team
6:55 - Asset Allocation In-Depth
7:26 - Investment Process
