“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 10.6% (excluding franking) over 12 months to 31 May 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 (EHF1) uses the same investment strategy as the unlisted Elstree Enhanced Income Fund. In its first two months of of trading, EHF1 returned 2.2% plus franking, outperforming the index by 1.1%.