Evergreen Ratings have reviewed the Elstree Hybrid Fund and the overall assessment is that the Elstree Hybrid Fund is regarded as a welcome opportunity for Australian investors to access a well-considered, carefully crafted and managed portfolio of equity hybrids, while enjoying the yield experience of this market segment.
In addition, the company and fund are managed by a well credentialed investment team. The investment philosophy, investment strategy, investment process and risk management are well established, tried and tested.
Evergreen Ratings believes that an investment in the fund provides an appropriate investment principally for investors seeking yield and should consider an allocation from their fixed income.
Evergreen Ratings have rated the fund as ‘Satisfactory’.
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Ratings and research reports provided by Evergreen Ratings Pty Ltd (ABN 91 463 905 257, Authorised Rep No 001283552) are limited to “General Advice”, do not taking into account any individual investor’s objectives, financial situation or needs and are based solely on the assessment of the investment merits of the financial product. They are not a specific recommendation to purchase, sell or hold the relevant product(s) and do not have regard to the particular circumstances or needs of any specific person who may read them. Individual investors should seek their own independent financial advice before making an investment decision. No part of any research report is a solicitation to buy or sell any investment. Research reports are prepared exclusively for clients of Evergreen Ratings and are only for the use of wholesale clients. They are current as at the date of their preparation and may be updated, replaced or withdrawn at any time. Past performance of a fund is not a reliable indicator of its future performance.