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Printed: 20 September 2026 6:48 PM

5 Dec 2014 - Supervised High Yield Fund

By: Australian Fund Monitors
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Report Date03 December 2014
ManagerSupervised Investments Australia Ltd
Fund NameSupervised High Yield Fund
StrategyFixed Income
Latest Return DateOctober 2014
Latest Return0.41%
Latest 6 Months2.97%
Latest 12 Months6.50%
Latest 24 Months16.04%
Annualised Since Inception10.61%
Inception Date01 April 2009
FUM (millions)AU$21
Fund OverviewThe investment objective of the fund is to outperform a benchmark of 1.5% above the RBA cash rate, whilst trying to minimise the risk of permanent loss of capital.

The fund will invest in all forms of marketable floating and fixed income debt securities, such as asset backed debt securities, residential mortgage backed securities, corporate debt, regional and sovereign debt securities, debt/equity hybrid securities, equities and currencies. All these investments will be either listed or traded in a market where prices can be independently verified.

The fund may also invest in interest rate swaps, options over authorised investments and exchange traded futures contracts. All these will be either listed or traded in a market where they can be independently valued.
Manager CommentsSupervised High Yield Fund returned 0.41% during October and 6.50% over the prior 12 months (RBA Cash Rate 2.50%) with a volatility of 0.74%.

The Fund had 100% positive months over the last year and 99% positive months since inception in April 2009 with the Sharpe ratio notable at 5.17 for the year and 3.13 since inception.

The Fund's quarterly report is available on the AFM website.
More Information» View detailed profile of this fund

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