Subscribe to get our latest investment news and insights straight to your inbox.

 

Daintree Defensive Plus Trust (open to wholesale investors only) – dev

The Daintree Defensive Plus Trust was previously called the Perennial Yield Plus Conservative Trust.

 

The Daintree Defensive Plus Trust combines a running yield with an explicit protection program, a defensive solution for portfolios through the market cycle

Description

The Daintree Defensive Plus Trust consists of an actively managed portfolio of fixed income securities that Daintree believes offer investors a good absolute return and strong income characteristics, combined with a defensive overlay that may provide outperformance during large market drawdowns.

Objective

The aim of the Trust is to provide a steady stream of income and capital stability over the medium term; and to provide a total return (after fees) that exceeds RBA cash rates throughout a market cycle, with potential outperformance during large market drawdowns.

Investor Profile

The Trust may be suitable for wholesale investors with an investment horizon of three years or more, who are seeking a defensive strategy for market dislocations, whilst still generating a return above cash in regular markets.

AUD Unit Price (Entry)

Latest Commentary & Performance
Latest Financial Report
Historical Unit Prices
AUD Unit Price (Exit)

Information Memorandum
Individual Application Form
SMSF Application Form
Trusts & Companies Application Form

Start investing in the Daintree Defensive Plus Trust today.

Online application is quick and simple.

Risk/Return profile

Low to medium

Returns achieved mainly through

Income

Income distribution

Quarterly

Min. recommended investment period

3 years

Minimum investment

$25,000

Minimum added investment

$5,000

Invest with us today

Online application is quick and simple.