“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 quotation in April 2021, EHF1 has returned 2.02% (after fees) to 30 June 2021, outperforming the index by 0.34%.