“Elstree Hybrid Fund (EHF1) is a welcome opportunity for investors to access a well-considered, carefully crafted and managed portfolio of equity hybrids.”
Evergreen Ratings, Elstree Hybrid Fund Report, December 2020
WE DO THINGS
We combine a different process with 80 years experience to exploit market inefficiencies producing above sector returns.
The Elstree Enhanced Income Fund returned 9.27% (excluding franking) over 12 months to 30 June 2021. The fund invests in 15-40 hybrids and is aimed at investors who want a higher return than bank term deposits and less yield risk than investing in Australian shares.
The Elstree Hybrid Fund (Chi-X: EHF1) uses the same investment strategy as the unlisted Elstree Enhanced Income Fund.
Since the fund was quoted on 31 March 2021 it has returned 4.7% (after fees, including franking) as at 28 February 2022, which is above the benchmark return of 3.9%.
Elstree Hybrid Fund (EHF1) commenced trading on Chi-X on 31 March 2021
EHF1 can be traded on Chi-X during normal market hours (10am – 4.20pm AEST)
As at 19/08/22 17:29:57
* Data is the real time price