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Income Fund

Income Fund

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The Income Fund is designed to achieve a higher return in the medium to long term while also limiting volatility. Investments in the fund comprise a portfolio of high-quality fixed income securities, strategically positioned along the yield curve based on LYNEAR’s interest rate outlook.

Investment Objective
To generate long-term capital growth by investing in short- and medium-term fixed income securities, while leveraging the long-term interest rate cycle to enhance returns
Risk
This fund has a fairly moderate risk and is structured to have lower volatility in the medium term.
Who is it for
For investors seeking long-term capital appreciation with limited exposure to market volatility.
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Income Fund

A fund that invests in a mix of high quality fixed income securities, leveraging the changing rate cycle to generate long-term growth of capital and income.

Performance History - Annualised Return

Asset Allocation

Maturity Profile

Daily NAV

Fund Documents

Latest Factsheet Download
Key Investor Information Document Download
Trust Deed Download
Annual Report Download
Semi-Annual Report Download
Fund Prices Download

Historical Documents

Income Fund

For investors looking for long-term capital appreciation while avoiding exposure to equity markets.
A fund that invests in a mix of high quality fixed income securities, leveraging the changing rate cycle to generate long-term growth of capital and income.
view fund rates
8.52%
YTD Return as of 31-Mar-2026 (Annualised)

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