Bond Adviser said its Income Plus Portfolio will feature Exchange Traded Bond units (XTBs) and is designed to give investors an alternative to term deposits while maintaining capital stability, regular income and consistent returns.
In a statement, the research firm said it is the first managed portfolio available to advisers to include XTBs on an SMA platform, an investment previously limited to institutional and wholesale investors.
Advisers can access the Bond Adviser Income Plus Portfolio via HUB24.
Bond Adviser head of research Nicholas Yaxley said he was pleased to be bringing a new fixed income solution to all non-aligned advisers.
“In today's low interest rate environment, many retail investors are looking for an alternative to low-yielding term deposits for the fixed income component of their portfolio,” Mr Yaxley said.
“With exposure to senior bonds, this product will offer higher returns than many cash products for only a small step up the risk spectrum.”
HUB24 managing director Andrew Alcock said the company was proud to be partnering with Bond Adviser and Australian Corporate Bond Company to be the first to bring the portfolio to market.
“It's great to see new investment solutions bringing more choice to independently-minded advisers and their clients,” Mr Alcock said.
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