Funds Focus

Strategies for income

Often considered “boring”, overlooked for their lack of zip and flexibility, a guaranteed income for life is not to be sniffed at
Annuities are often overlooked by advisers in structuring client portfolios. The cynic in me says “of course, they don’t pay enough for advisers to consider them”, but I think the reality is that many investors and advisers alike have historically shunned them because of their perceived “low returns”. Who could blame them, with the

Strategies for income

Axa’s latest development in capital protected products is the development of their Retirement Income Guarantee.
Providing investors with a rising lifetime income of 5%pa, this protected income product, allows investors to particpate in share market returns and lock in growth*.

Axa have gained a lot of attention recently as Australia’s fastest growing investment platform with their capital guaranteed investment options. However, their success in the US (where Axa