Guide clients through the income jungle
There is more than one path to income
The income landscape has changed
There is no longer just one path through the income jungle. The challenge is understanding the different sources of income, the risks that come with them and how they can work together. For Australian investors, income is back on the agenda, and the opportunity set is now bigger than ever.
Why explore multiple paths to income?
Diversification
Different income sources can behave differently across market environments. 02
Cash Flow
Generate regular distributions from a diversified set of income-producing assets. 03
Risk Management
Bonds, dividends and option premiums can complement traditional portfolio exposure. 04
Flexibility & Liquidity
Trade on the ASX like shares and can help support portfolio cash flow and liquidity needs.
Three paths to income with ETFs
ETFs have opened up a broader range of diversified income-producing assets, giving investors efficient access all within a single trade.
Dividend Income
Income from dividend-paying companies.
Fixed Income
Income from government bonds and credit.
Enhanced Alternative Income
Option premiums via covered call strategies.
Navigating the income jungle: your field guide to income on the ASX
Relying on one source of income can leave you exposed when markets shift. This one-page client-friendly guide sets out three ways to earn income on the ASX: dividends, fixed income, and enhanced alternative income.
It explains how each one works and how they can work together in a portfolio. Take one path or combine all three.
Download Field Guide
Register for the CPD webinar
Explore The Income Series
Our income ETF suite
Fixed Income 4 funds
Enhanced Alternative Income 3 funds
Marc Jocum
Senior ETF Strategist
Jessica Leung
Portfolio Manager




