“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
DIFFERENTLY
We combine a different process with 80 years experience to exploit market inefficiencies producing above sector returns.
The Elstree Hybrid Fund Active ETF returned 9.6% (including the value of franking) over 12 months to 30 June 2024. 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 Active ETF(Cboe: EHF1) uses the same investment strategy as the unlisted Elstree Enhanced Income Fund, which has generated investment returns of 6.9% p.a. since 2003 .
Since the fund was quoted on 31 March 2021 it has returned 6.2% (after fees, including franking) as at 30 June 2024, which is above the benchmark return of 5.8%
PERFORMANCE
Pricing
Elstree Hybrid Fund (EHF1) commenced trading on Chi-X on 31 March 2021
EHF1 can be traded on Cboe during normal market hours (10am – 4.10pm AEST)
iNAV $5.1476
As at 22/03/25 9:59:59
* Data is the real time price
Product Disclosure Statement
News
EHF1 receives ‘Superior’ rating
Elstree Hybrid Fund (Chi-X: EHF1) has received a 4-star ‘Superior’ rating from SQM Research (March 2022). To obtain a copy of the report please contact
Hitchhikers Guide to Hybrids (Part 1)
Bella Kidman from Liwewire Markets has written an entertaining and informative three-part series on the Hybrid Market in Australia. With the help of a few
EHF1 launches on Chi-X
Market leaders in the Hybrid sector, Elstree Investment Management, have launched a new fund aimed exclusively at retail investors. Elstree Hybrid Fund (Chi-X: EHF1) will
