In today's ROCast, Murdoch is joined by Josh Manning the founder and portfolio manager at Manning Asset Management to discuss Australian credit markets, rising interest rates and the impact on their income generating fund.
Josh discusses their all-weather strategy approach that targets an interest rate and income return within the fund of 5% above the RBA cash Rate. This fund is income generating, pays distributions monthly and has consistently delivered 5% p.a. in income over the past 6 years. The Fund delivered +0.55% in May, 6.15% over 12 months and 6.23% annualised since inception.
Josh started his journey in financial markets in 2007 and has since garnered his skills through working for leading global firms. His experience has included major institutions such as Macquarie Bank, Leveraged equities, Jana Investment Advisers.
Josh holds an MBA from Macquarie Graduate School of Management (MGSM) and a Bachelor of Business Administration from Macquarie University.
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York Wealth Management
www.yorkwealth.com.au
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