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Minimum investment 
$25,000

Minimum added investment
$5,000

Risk/Return profile 
High

Returns achieved mainly through
Income

Income distribution 
Half yearly

Minimum recommended investment period 
5 years

Investment management fee 
1.20% p.a. 

Performance fee 
Yes

Buy/Sell spread 
0.30/0.30

Franking credit level (%)
FY16 - 113.6
FY15 - 36.1
FY14 - 32.4
FY13 - 162.0
FY12 - 75.6
FY11 - 21.3
FY10 - 60.4 
FY09 - 177.9