In this interview with The Inside Adviser, Enhanced Yield Portfolio Manager Jarod Dawson shares his thoughts on:

  • Where to generate a steady income stream for retirees?
  • How would you approach securing capital stability given many investors are concerned about volitility?
  • What are some of the keys to achieving resilient income – a focus on domestic, international or a blend?
  • What might be the biggest market surprise as we move into the back half of 2024?  

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This insight is issued by PM Capital Limited ABN 69 083 644 731 AFSL 230222 as responsible entity for the PM Capital Global Companies Fund (ARSN 092 434 618), the PM Capital Australian Companies Fund (ARSN 092 434 467) and the PM Capital Enhanced Yield Fund (ARSN 099 581 558), and as investment manager of the PM Capital Global Opportunities Fund Limited (ACN 166 064 875, ‘PGF’), the "Funds". It contains summary information only to provide an insight into how we make our investment decisions. This information does not constitute advice or a recommendation, and is subject to change without notice. It does not take into account the objectives, financial situation or needs of any investor. All investors should seek their own financial advice, and must not act on the basis of any matter contained in this communication in making an investment decision bust must make their own assessment of the Funds and conduct their own investigation and analysis prior to making a decision to invest. Investors should consider the Funds’ Product Disclosure Statement and the Target Market Determination which are available from the PM Capital website. See www.pmcapital .com.au for further information.

Past performance is not indicative of future performance. The objective is expressed after the deduction of fees and before taxation. The objective is not intended to be a forecast, and is only an indication of what the investment strategy aims to achieve over the medium to long term. While we aim to achieve the objective, the objective and returns may not be achieved and are not guaranteed. Certain statements in this Insight may constitute forward looking statements. Such forward looking statements involve known and unknown risks, uncertainties, assumptions and other important factors, many of which are beyond the control of the PM Capital and which may cause actual results, performance or achievements to differ materially (and adversely) from those expressed or implied by such statements.