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Wholesale fund

First Income Portfolio

Income from assets other than shares.

For wholesale investors onlyThis product is available only to wholesale, sophisticated and professional investors as defined in the Corporations Act 2001 (Cth). It is not available to retail investors, and nothing on this page is an offer.
  • A portfolio built for income from investments other than listed shares.
  • May own direct property, alongside debt and other income-producing assets.
  • Selected for the reliability of their income and the quality of what underpins it.
  • Run with the same long term, owner-minded discipline as all our portfolios.
Who it may suit

Investors who want income that doesn't depend on the share market, and who are comfortable with the lower liquidity of assets such as property.

Wholesale investors

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