Elstree Investment Management Limited

AFSL 225721

Elstree Investments Fixed Interest Fund Managers

Elstree specialises in producing capital stable franked income returns.

Capital stable, franked income returns are the investment mantra of self-managed superannuation retirees.

At Elstree Investment Management Limited we cater for this mantra.

Our Funds, which invest in a diverse range of floating rate credit securities called hybrids, are designed to deliver capital stable, high franked income returns on a consistent basis.

We offer pooled products for retail and wholesale investors and individually negotiated mandates for institutional investors with a minimum investment designate of $20 million. We also offer Model Portfolio construction advice for IMA and SMA investors through dealer groups and platform providers.

Our products are ideal for;

(1) Self-managed retail and wholesale superannuants looking for capital stable franked income returns for the pension component of their superannuation portfolio,

(2) Not for profit entities that require stable franked income return outcomes and

(3) Investors seeking to hedge inflation risk and looking for uncorrelated return outcomes.

Our Funds

Elstree Hybrid Fund (Cboe code 'EHF1')

Additional information about the Elstree Hybrid Fund (Cboe code 'EHF1') can be found by clicking here.

For information regarding the Fund's Dividend Reinvestment Plan (DRP) please Click here

The Elstree Hybrid Fund's latest Fact Sheet can be found by clicking here

Elstree Enhanced Income Fund NAV

Latest: 9 August 2022 $0.8433.

Previous: 2 August 2022 $0.8439.

Previous month end: 29 July 2022 $0.8424.

Find Out More

To view the latest Monthly Review Click here

To download the Elstree Enhanced Income Fund's NAV and Cash Distribution history updated on 6 April 2022. Click here

Latest Fact Sheet: Updated May 2022

Elstree Enhanced Income Fund. To view the latest Fact Sheet Click here

Latest Research Note June 2022. Back to the Future: Remembering 1994.

To read our latest research note entitled 'Back to the Future: Remembering 1994' please
Click here

Will they or won't they cut bank dividends?

Will the banks continue to pay dividends on their ordinary shares or will they stop paying them and what are the implications for investors in hybrid capital instruments?

There has been much said and written about this lately and we couldn't let the opportunity pass without comment. 

To view our thoughts in more detail Click here

Inflation siren songs. Be careful what you wish for.

We've read about it in the press, we've read about it in blogs and we've read about it in broker research notes. We are of course talking about inflation.

While we don't think an outbreak is imminent we understand that policy makers might have a secret ambivalence to manufacture some because of what it does to debt to GDP ratios. We suggest that (perhaps) manufacturing above trend inflation for a period might not be such a good idea given what it did to real returns and markets in the 1970's.

To read our thoughts in more detail please
Click here

Elstree Enhanced Income Fund achieves 5* Morningstar quantitative rating

Click here for details.

How do hybrids perform in periods of stress.

To read our thoughts in more detail please
Click here

Elstree Hybrid Fund (Cboe Code 'EHF1) July 2022 Review

To read the latest performance review and market commentary for the Elstree Hybrid Fund (Cboe Code EHF1)
Click here

Latest Research Note: Another Australian World Record Holder?

To read the latest Research Note entitled, 'Another Australian World Record Holder'
Click here