The Monthly Income starter portfolio of XTBs aims to provide:
- A monthly income stream
- Interest rates that are competitive with ‘at call’ bank accounts and term deposits
- A low risk investment – with a capital preservation focus that achieves low levels of price volatility
- Daily liquidity on ASX, with no holding periods.
What’s in the Monthly Income starter portfolio?
|ASX Code||Underlying Bond|
|YTMF13||ANZ BBSW+1.00% 27 OCT 2022|
|YTMF16||WESTPAC BBSW+0.81% 27 OCT 2022|
|YTMF17||AMP BBSW+1.35% 24 MAY 2020|
Ready to trade?
You can buy the 3 XTBs which form the Monthly Income starter portfolio through any online broker, starting from as little as $1,500. Alternatively, contact your stockbroker or financial adviser to include these XTBs in your investment portfolio or SMSF. It’s that simple.
Please note each XTB in this portfolio is a separate transaction.
Find out more about How to Buy and Sell XTBs.
What income stream does this starter portfolio provide?
Use our cash flow tool to map out the income stream you’ll receive from this starter portfolio.
Email a copy of the results to yourself; or send a copy to your financial adviser to discuss, or as execution instructions.
Other Starter Portfolios
If you’d prefer, you can customise your own portfolio of XTBs. Use the cash flow tool to map out the income you will receive from up to 10 XTBs, to check that it meets your needs.
Your Portfolio Manager: Experience you can trust
Ian Martin has over 30 years experience in fixed income markets globally. Ian is passionate about fixed income and how it provides certainty and protects against volatility in investment portfolios.
If you have any questions about this starter pack, or on XTBs more generally please contact us on:
Tel: 1800 995 993