Income+ Defensive
Defensive, income-led assets, expertly managed in one product.
5.0% /p.a.
Est. distribution yield
Fee from 0.25% p.a., min. $3/month.
Asset mix: bonds, credit and cash.
Managed Investments
Two income portfolios, built and managed for you, held in the account that you already trust.
Australian Financial Service Licence 421789.
Two Income Portfolios, managed for you
Income Portfolios are built to pay you a regular income from your investments, without locking your money away or asking you to pick and manage holdings yourself.
Rather than researching income ETFs, setting allocations and rebalancing over time, you invest in a single portfolio that's managed and monitored every day by our professional investment team, built using high-quality ETF building blocks from leading global asset managers.
Choose monthly pay outs or automatic reinvestment.
No transaction costs.
No minimums, no lock-ins, no exit penalties.
Built on best-in-class, low-cost ETFs.
Always accessible, with no withdrawal penalties.
Rebalancing done for you to manage risk while minimising taxable events.
Income+ Enhanced
Income led, with equity exposure for greater growth potential.
5.5% /p.a.
Est. distribution yield
Fee from 0.25% p.a., min. $3/month.
Asset mix: Australian and global shares, corporate credit.
Estimated Yields are not guaranteed and may change at anytime. Past performance is not a reliable indicator of future performance.
How it works
Let our Digital Adviser match a portfolio to you. No upfront costs.
Move money into your Selfwealth Cash account from your linked bank account and fund the portfolio. No minimum to start, and setup takes under five minutes.
Selfwealth's investment team manages the portfolio day to day. You see the holdings, the performance, and your returns in your Selfwealth dashboard.
Add money, withdraw, or close the portfolio whenever you want. No transaction fees, No lock-ups. No exit penalty. Your money stays yours.
What you could build
One transparent management fee - no performance fees and no surprises.
Your fee tier is based on your total Selfwealth balance - Brokerage, Managed Investments, and Cash combined.
PERFORMANCE
The numbers, not the promises
Net returns since each portfolio launched.
Performance
Return
(net of fees)
Portfolio
actual
Portfolio
simulated (modelled)
1 month
-
0.92%
3 month
-
1.50%
6 month
-
6.16%
1 year
-
7.39%
3 year (% ann.)
-
10.38%
5 year (% ann.)
-
-
Value of AUD$10,000simulated (modelled)^
The performance shown combines actual and simulated performance. The start date reflects the inception date of the most recently launched ETF included in the model portfolios. From that date, performance is based on the actual historical returns of the underlying ETFs. Performance shown prior to that date is simulated and does not represent actual performance. Past performance is not a reliable indicator of future performance. View the Cash+ fact sheet for more detailed information.
Expertly Managed
Selfwealth's Managed Investments are powered by Syfe, a global investment platform built by professionals from JP Morgan, Goldman Sachs, Morgan Stanley and UBS.
400,000+ global investors
A$21 billion+ in funds under management
Regulated across Australia, Singapore, and Hong Kong
70+ years combined investment experience.
Available in the account you already use. Same login, same platform.
Learn
Income investing, explained
Guides and analysis from the team, in plain language.
FAQs
What's the difference between Income+ Defensive and Income+ Enhance?
What yields do the Income+ portfolios offer?
How are the Income+ portfolios rebalanced?
Can I take my Income+ distributions as cash or reinvest them?
What is yield?
What's the minimum investment timeframe for Income+ portfolios?
How much does it cost to hold an Income+ portfolio?
Do Selfwealth's portfolios include dividend shares and franking shares?