Elstree EHF1 ETF (Cboe:EHF1)

Elstree Hybrid Fund

About the EHF1 ETF

The Elstree Enhanced Income Fund invests in 15-40 hybrids and is aimed at investors who want a higher return than bank term deposits and less yield risk than investing in Australian shares.

EHF1 ETF Performance Review

1
Year

7.6

3
Year

5
Year

Since
Inception

5.5

Running
Yield

Yield To
Maturity

Data Current To: 30/11/2023

Our review of EHF1 ETF

Active fund investing in +30 hybrid securities. Lower volatility than shares but higher than cash and deposits

What we like about the EHF1 ETF

Positive return over last year to 28 February 2023

Things to be aware of about the EHF1 ETF

New fund with poor transparency and communication. Does not provide running yield or yield to maturity. Published a Factsheet in February 2023 but prior to that was in September 2022

High fees

Tracks an inhouse index

EHF1 ETF Investment Strategy

EHF1 aims to deliver above hybrid sector returns that enhance the medium income levels and capital stable nature of the sector

EHF1 ETF Share Price

What does the EHF1 ETF Invest In?

EHF1 is a Corporate Bond ETF.

EHF1 invests in hybrids

EHF1 ETF Credit Quality

EHF1 Frequently Asked Questions

What index does the EHF1 ETF aim to replicate?

The EHF1 ETF aims to replicate the Elstree Hybrid Index.

How often does EHF1 ETF pay distributions?

The distribution frequency of EHF1 is Monthly.

When did the EHF1 ETF start?

The inception date of the EHF1 ETF was 31/03/2021.

What are the number of holdings in the EHF1 ETF?

Total number of holdings in EHF1 is 30 as of 30/11/2023.

What are the management fees for the EHF1 ETF?

The annual management fees for the EHF1 ETF are 0.8% p.a. Learn more about ETF fees in this article.

How can I invest in the EHF1 ETF?

EHF1 is an Exchange Traded Fund, and units may be bought or sold on the Cboe like shares. Learn how to buy and sell ETFs in this article.

Does the EHF1 ETF have a minimum investment amount?

No, there is no minimum to invest in the Elstree Investment Management Limited EHF1 ETF. Exchange Traded Funds in general do not have a minimum investment amount required by the issuer. However, if you choose to invest through a broker, they may choose to set their own minimum investment amount.

Are there any performance fees associated with the EHF1 ETF?

No, EHF1 has no performance fee. This is one of the advantages of Exchange Traded Funds, as they are traded like shares, you’ll generally only pay a commission to buy or sell units and an ongoing management fee.

About The Issuer Of The EHF1 ETF: Elstree Investment Management Limited

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Luke Greensill
Luke is the Chief Technical Officer of Fixed Income News Australia. He is responsible for FINA's design and development, fund finder functionality, and is the producer of the Fixated podcast. Luke is Head of Marketing at communications, content and creative agency RGC Media & Mktng, MBA News Australia and Online MBA Australia.