Our Products

Fixed Income and Multi-Asset

We offer fixed income and multi-asset products, aimed at meeting the needs of investors seeking regular stable income, diversification benefits and capital stability.

Our philosophy is based on the belief that although markets are competitive, they are not perfectly efficient. We believe that by applying a fundamental and research-driven investment approach within a defined risk management framework, we can exploit market inefficiencies and add value from active management of security selection and sector rotation.

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Fund Overview Yarra Enhanced Income Fund Yarra Income Plus Fund
Summary A credit and income-focused approach that accesses a diversified portfolio of hybrid (debt/equity) and fixed income assets for higher-yielding investment opportunities A multi-income approach to fixed income, investing with a total return focus. Invests across cash, money market and domestic and international fixed interest products, with access to high-yielding investments such as global high yield, property and infrastructure.
Benchmark/Comparative Index RBA Cash Rate Bloomberg AusBond Bank Bill Index
Investment objective To earn higher returns than traditional cash management and fixed income investments (over the medium-to-long term) through exposure to a diversified portfolio of hybrid (debt/equity) and fixed income securities. The Fund is expected to produce less volatile returns than are inherent in equity markets, while offering modest capital growth and some franking credits. To provide regular income and to achieve medium term capital growth through exposure to cash, money market products, domestic fixed interest and a range of high yielding investments, including domestic hybrid investments, property, infrastructure and utilities securities and international fixed interest assets. In doing so, the aim is to outperform the Bloomberg AusBond Bank Bill Index over rolling three-year period.
Reasons to consider investing Diversification Benefits, Focus of Income, Specialist Investment Management Expertise Defensive Approach, High Income Focus, Growth & Inflation sensitivity
Distribution Frequency Quarterly Quarterly
Inception date June 2003 May 1998
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The Yarra Enhanced Income Fund (Direct) is closed to new investment. Refer here for more information.

All of the above funds are subject to a minimum investment of $50,000. There is no guarantee that these objectives will be met.

We also offer the Yarra A$ Cash Reserves Strategy and the Yarra Absolute Credit Strategy for institutional clients only. Please contact us for further information.

General Advice Disclaimer

Yarra Funds Management Limited (ABN 63 005 885 567, AFSL 230 251) is the issuer and responsible entity of the range of registered managed investment schemes described on this website (‘Funds’). YFM is not licensed to provide personal financial product advice to retail clients. The information provided on this website contains general financial product advice only. The advice has been prepared without taking into account your personal objectives, financial situation or particular needs. Therefore, before acting on any advice, you should consider the appropriateness of the advice in light of your own or your client’s objectives, financial situation or needs. Prior to investing in any of the Funds, you should obtain and consider the product disclosure statement (‘PDS’) for the relevant Fund by contacting our Investor Services team on 1800 034 494 or from our website at www.yarracm.com/pdsupdates/. The information set out in this website has been prepared in good faith and while Yarra Funds Management Limited and its related bodies corporate (together, the “Yarra Capital Management Group”) reasonably believe the information and opinions to be current, accurate, or reasonably held at the time of publication, to the maximum extent permitted by law, the Yarra Capital Management Group: (a) makes no warranty as to the content’s accuracy or reliability; and (b) accepts no liability for any direct or indirect loss or damage arising from any errors, omissions, or information that is not up to date.

Before using any of the financial services offered by Yarra Funds Management Limited, you should read our Financial Services Guide (FSG). This has been prepared to assist you in deciding to use any of the financial services offered by us. We are required to provide you with an FSG if we provide certain financial services to you as a retail client.