The Harbour Income Fund has been issued a “4 IP” rating by Research IP, with a score of 4.11/5.
The fund aims to provide you with capital growth and a steady and sustainable income.
What is the Fund’s competitive advantage?
Qualitative Research Report and Data Tear Sheet
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https://platform.research-ip.com/funds/68345254
Research IP says
“The Harbour Income Fund is a diversified fund which will invest predominantly in a range of fixed income and equity securities that are compatible with generating a favourable level of income through different economic environments. The Manager utilises an active management style, with an eye for capital preservation. The Manager aims to deliver returns through a mix of beta and alpha, while there are a number of other alpha sources targeted including asset allocation, FX, security selection, duration, inflation-indexed bonds, as well as looking to add value in credit sectors.“
“As an active manager, the Fund will use the full asset allocation ranges when conviction is high. At extremes, the Fund can exit the equity and international fixed interest markets.”
Research IP, 11 May 2020
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Disclaimer, Disclosures and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement. Research IP gives no warranty of accuracy or completeness of information in this document. Any information, opinions, views or recommendations in this video are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute personalised financial advice. This document should not be relied upon as a substitute for financial advice from your authorised financial adviser.
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