Australian Equity Income Fund

The fund is managed with a view to offering investors long-term capital growth potential and a regular income stream, from a portfolio of large- capitalisation investments (ASX100).

Investment Strategy

The fund uses exchange-traded options to enhance the yield on the underlying physical investments through a Buy/Write and Sell/Put strategy. Options are not used for gearing or protection purposes and the Fund is never more than 100% exposed to the market.

The Australian Equity Income Fund (formerly Enhanced Leaders Fund) was developed after extensive consultation within the Australian IFA market. It focuses on generating an above market yield with a lower than market volatility.

Recommended investment timeframe: 5 – 6 years 

Fund Performance

Unit Price

  • Application $0.7026
  • Redemption $0.6990

Portfolio Yield

Armytage Enhanced Leaders Fund Performance Graph

Shareholdings

Top 10 Shareholdings

  • Cash 13.2%
  • BHP Billiton 12.6%
  • Commonwealth Bank 9.7%
  • ANZ Bank 6.7%
  • National Aust Bank 6.6%
  • Westpac Bank 6.6%
  • Wesfarmers 4.2%
  • Rio Tinto 4.1%
  • Telstra Corp 3.8%
  • Treasury Wine Estates 3.1%
  • Amcor Ltd 3.1%

                                            GICS Chart

Armytage Enhanced Leaders GICS Chart

Learn More

If you would like to learn more about investing in this fund, please contact us.

You can also learn more about our other Australian Funds and our International Funds

 

How To Invest

Before investing in the Armytage funds, you should carefully read the Product Disclosure Statement (PDS). This document contains important information regarding the funds. Download a copy of the PDS on this page or contact us for a hard copy to be mailed to you.

To invest in the Armytage funds, you will need to complete the application form included in the PDS. Please sign and date where indicated and forward all pages of the application form to the following address:

Linear Asset Management 
PO Box 482 Collins St West VIC 8007

Email: admin@linearam.com.au

Fax: (03) 9629 2550

Other Investment Platforms

Access to the Armytage Australian Equity Income Fund is also available via the following platforms:
• Asgard
• BT Wrap
• Macquarie Wrap
• Wealth Track 

 

Payment

Payment for your application may be made by cheque or via electronic funds transfer. If paying by cheque, please forward with your application form to the above address. Should you wish to remit funds via electronic funds transfer, please refer the details in the new custodianadministrator letter in the reports section above.