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Active Income Portfolio – Amendment

We are selling our 5% holding in Metrics Master Income Trust (MXT) given our views around risk discussed here.

MM are selling MXT in the Active Income Portfolio, taking profit around $1.90
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Metrics Master Income Trust (MXT)

We are topping up ANZPI by a further 2% taking it to a 6% portfolio weighting.

MM are adding to ANZPI in the Active Income Portfolio, allocating a further 2% around $100.40
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ANZ Capital Notes 6 (AN3PI)

We are topping up GSBG25 by a further 2% taking it to a 6% portfolio weighting. A term deposit may be more attractive for some investors.

MM are adding to GSBG25 in the Active Income Portfolio, allocating a further 2% around $99.20
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Aust. Government Treasury Bond 2025 3.25% (GSBG25)
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