Maximise Your Investment Through Dividends

Would you like to generate more dividend income from your portfolio? Would you like to combine this with a tested capital preservation strategy?

 

If you are like most of our self-funded retirees who are managing their own SMSF, earning more income from dividend yielding stocks is a priority.

Register Your Interest

 

Introducing the Income Report.

The Income Report is centered around an investment principle of ensuring capital preservation and income.

We have tasked our research team to source the highest quality stocks which have a proven track record of delivering consistency of income while ensuring a strong regard for capital preservation when deciding which stocks make it into our portfolio.

We expect this portfolio of stocks to deliver sustainable dividends to suit Australian income investors. Take advantage of our expertise and register your interest for our newly launched model income portfolio.

 

 


 

Income Report - Key Focus

  • Capital Preservation: We realise how hard it is to make money and our primary goal is to protect that capital by ensuring we only invest in businesses which we view have a proven track record of delivering strong and consistent returns on capital.

  • Benchmark Risk: We counter market risk on the ASX200 Accumulation index by weighting our portfolio towards each of the sectors while consciously weighting the portfolio to what we view are more risk adverse and stable revenue generators.

  • Investment Process: We review each company to ensure a prospective portfolio entrant can deliver consistency of its cashflow with a sound balance sheet to ensure the company has financial capacity to pay ongoing distributions.

The Analyst View

We realise how hard it is to make money and our primary goal is to protect that capital by ensuring we only invest in businesses which we view have a proven track record of delivering strong and consistent returns on capital.

Tim Montague-Jones
Head of Australian Equities Research

Full membership to my stockreport includes

  • Buy hold and sell recommendations

    The perfect tool for trading, investing or both where you can easily create your own custom portfolio

  • Access expert analysts

    Get real insight from a team that has a comprehensive understanding of the Australian market.

  • Proactive insights

    Get timely market updates, text to trade alerts and regular content that helps you make informed investment decisions.

  • Exclusive events

    Meet our team of analysts in person at special events focused on helping you beat the market.

  • Extensive Financial Commentary

    We’ll show you which stocks to buy, sell and why as well as how you can make money in falling markets using our team of expert analysts

  • Access to a Managed Investment Scheme

    Equity Trustees Limited (ABN 46 004 031 298) is the responsible entity of the Atlantic Pacific Australian Equity Fund (ARSN 158 861 155) (“the Fund”) and the holder of AFS licence number 240975. The Fund offers an opportunity for investors to participate in a managed investment scheme which holds a core portfolio of equity investments managed by an experienced investment team, APSEC Funds Management Pty Ltd.

Register your interest now to learn more about the Income Report

Register Your Interest