Professional Portfolio Management Services

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Combine the benefits of total return, capital stability and regular income with direct ownership and professional management.

Harvest the key advantages of directly owning fixed income securities with the expertise of a professional investment management team. $500,000 minimum investment. The Managed Income Portfolio Service provides investors access to a menu of products that ensures diversification for reduced capital risk, with a consistent income throughout the year.

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Regular income payments

Investors benefit from a regular income (coupon) stream that can either be distributed to a nominated bank account or automatically reinvested

Capital preservation

Protect your wealth and generate a reliable cash flow

Direct ownership

Bonds are held in your name, not units in a trust

Investment expertise and professional management

The FIIG Managed Income Portfolio Service team comprises of experts focused entirely on creating value for investors

MIPS Investment Programs

The Managed Income Portfolio Service provides investors access to a menu of products that combine the benefits of total return, capital stability and regular income with direct ownership and professional management. The minimum investment amount for MIPS is $500,000 for each investment program, or $5m for a Customised Investment Program.

Conservative Income

Regular income through exposure to investment grade rated debt only. Conservative Income invests in investment grade rated senior and subordinate bonds only. Longer dated bonds form a key part of portfolios generating yield from credit and interest rates. The mix of holdings of fixed and floating rate bonds will shift through the interest rate cycle.

Core Income

Regular income through exposure to senior debt only. Portfolios are predominantly exposed to investment grade rated senior bonds with a small allocation to unrated bonds. Exposure is to medium to longer tenor maturity profiles, facilitating higher yield generation. The mix of holdings of fixed and floating rate bonds will shift through the interest rate cycle.

Income Plus

Regular income through exposure to both senior and subordinate debt. Income Plus has a broader mandate to invest across the capital structure, senior through to subordinated bonds, and across the credit spectrum to include investment and non-investment grade rated bonds. The allocation to select non-investment grade credits is based upon corporate credit strength. The portfolio credit exposure mix of rated and unrated senior and subordinate bonds will shift through the credit cycle.

How FIIG’s Managed Income Portfolio Service works

Once you have chosen an Investment Program, the Portfolio Management Team will invest in fixed income assets according to the program’s mandate and replicate its model portfolio. The Portfolio Management Team will rebalance your holdings in response to changes in markets and investment opportunities.

As a Managed Income Portfolio Service client, you receive:

Regular income payments (coupons) either reinvested or paid into your nominated account.
The opportunity to subscribe to multiple Investment Programs.
The option to transfer approved assets ‘in-specie’ into your Managed Income Portfolio Service account.
Full transparency, with 24/7 online access to your portfolio’s performance, valuations, transactions and income.
Monthly and annual statements of portfolio accounts, and a quarterly economic and fixed income market commentary from the Portfolio Management Team.
Invitation to regular presentations by the Portfolio Management Team in each state office.
Custodial services.
Compliance monitoring, supervisory oversight and independent audit by KPMG.

The Managed Income Portfolio Service offers wholesale investors the opportunity to earn meaningful improvements in returns and liquidity over Cash and Term Deposits through the direct ownership of a significantly diverse range of quality assets that include Australian Bank and Corporate Bonds

Kieran Quaine, Head of MIPS Portfolio Management

Download the Managed Income Portfolio Service Brochure

Download the product brochure

Contact a FIIG investment management expert on

1800 01 01 81

FIIG provides general financial product advice only. For a copy of our disclaimer please refer to fiig.com.au/disclaimer

Please be aware that Corporate Bonds have a greater risk of loss of some or all of your capital when compared to bank deposits.

^ Pricing as at 31 July 2020. Subject to change.
* The ANZ and WBC securities are pre-Basel 3 legacy subordinated bonds, and are perpetual (have no maturity). They cease to contribute to the bank’s regulatory capital from January 2022 and as such may be called after that date. If this occurs at par (100) then the yield to the call is significantly higher than the yield shown in the portfolio which assumes no call.
# Subject to availability

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