Manning Monthly Income Fund | Fund in Focus from livewiremarkets.com

How we’re answering one of the most pressing questions from investors

One adviser said that it’s hard to find income these days without taking big risks. Now, there’s a fund that solves that problem.

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  is designed to grow income without taking on outsized risk. The fund has never had a negative return month from credit losses in the seven years it has been in operation.

How is this possible given all the headwinds that have plagued the financial markets over that time?

The secret has been sticking to a five-point investment philosophy that prioritises capital preservation and asset diversification above all.

In this Fund in Focus, I’ll share some details about the Manning Monthly Income Fund and introduce you to the experienced team who manages 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

 

Disclaimer:

This video may not be copied without the prior consent of the issuer Manning Asset Management Pty Ltd AFSL 509 561, ACN 608 352 576. This podcast is intended for use only by persons who are ‘wholesale clients’ within the meaning of the Corporations Act. It is intended to provide general information only and has been prepared without taking into account any particular person’s or entity’s objectives or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their own situation. While due care has been taken in the preparation of this podcast, no warranty is given as to the accuracy of the information. Except where statutory liability cannot be excluded, no liability will be accepted by Manning Asset Management for any error or omission or for any loss caused to any person or entity acting on the information contained in this podcast. We do not guarantee the performance or success of an investment and you may lose some or all of the capital invested. Past performance is not a reliable indicator of future performance.

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