Income ETFs

Seeking opportunities for consistent income with lower volatility

The Russell Investments High Dividend Australian Shares ETF (the 'Fund') seeks to track the Russell Australia High Dividend Index ('the Index'), which comprises Australian blue-chip companies with a bias towards those that have a high expected dividend yield but also meet other characteristics including: a history of paying dividends; dividend growth and consistent earnings. The Fund invests in a diversified portfolio of Australian shares and trusts listed on the Australian Securities Exchange (ASX), with the aim of delivering income, through higher dividends and franking credits, as well as capital growth to investors.

The Fund seeks to deliver monthly distributable income and equity market exposure with lower volatility.

The Switzer Dividend Growth Fund – Active ETF (SWTZ or the Fund) is an income-focused exchange-traded managed fund with a mix of yield and quality companies.

Benchmarked against the MSCI World Index, the JPMorgan Global Equity Premium Income Complex ETF (JEGA) seeks to deliver a monthly income stream through dividends and option premiums. The ETF allows investors to access a total return portfolio that seeks to achieve lower volatility relative to the benchmark.

The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of inflation.

QMAX aims to provide regular income along with exposure to a portfolio of the top 100 companies listed on the Nasdaq stock market. In addition, the Fund aims to provide lower overall volatility than the underlying Nasdaq 100 Index. QMAX does not aim to track an index.

INCM aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia.

The Fund aims to outperform the Bloomberg AusBond Bank Bill Index (Benchmark) over the medium term (before fees). It also aims to provide higher income returns than traditional cash investments regardless of interest rates or economic cycles.

The Vanguard Diversified Income ETF seeks to provide regular income and some capital growth potential via exposure to a highly diversified, multi asset portfolio.

UMAX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX does not aim to track an index.

The fund aims to achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth portfolio over rolling five year periods, after fees.