The Ironbark tree is renowned for its strength and durability, which we believe is reflected in the features of our investment portfolio
Our portfolio is well diversified with investments in around 30 entities. Higher risk exposures in, eg banks, industrials and resources are largely held through buy & write option positions for income enhancement or added protection. The portfolio’s hybrid and corporate bond holdings are floating rate securities which benefit from higher interest rates with little duration risk.
Download a copy of our Investment Portfolio as at 30 June 2023