Rivkin Securites’ Wholesale Funds are available to wholesale investors only. Therefore, Rivkin will not issue a financial services guide, product disclosure statement, or any other retail documentation in relation to this service.
In today’s economic climate, high-net-worth investors are increasingly focused on strategies that offer both flexibility and reliable income. Listed income investments have proven to be a strong choice for those seeking to balance performance, accessibility, and peace of mind.
At Rivkin, we view listed income investments as a core component of our Tactical Income strategy. Not only do they stand on their own in terms of value, but they also complement other income-generating assets, such as private credit. Together, they create a diversified, consistent, and intelligent approach to wealth management.
Income with Daily Access
One of the key advantages of listed income investments is liquidity.
Unlike traditional fixed-term or unlisted investments that require you to commit capital for a period of time, listed securities such as hybrids and Listed Investment Trusts (LITs) trade daily on the ASX. That means if your circumstances change, your capital isn’t locked away; you can access it quickly and easily.
This flexibility is a significant advantage in today’s market, giving you the confidence to invest without compromising on access.
What We Include and Why
We focus on high-quality, income-generating securities, including:
- Hybrids – Issued by major banks, insurers, and other well-established companies, hybrids offer regular income payments, often franking credits, and rank above equity in the capital structure.
- Listed Investment Trusts (LITs) – Professionally managed portfolios that aim to deliver regular, often monthly income, and are diversified across assets like infrastructure, credit, asset-backed securities, or property.
These are not speculative plays. They are designed to provide steady, reliable returns (net yield 8.17%) with lower day-to-day volatility than traditional equities.
Disclaimer: Past performance is not an indication of future performance.
Why Listed Income Works in All Kinds of Markets
Listed income investments are particularly valuable in uncertain markets. While they do move with broader sentiment, they often experience less volatility than shares, and many continue to pay income consistently, even during market downturns.
Better still, many of the securities we favour are floating-rate, which means the income they pay can rise as interest rates go up, and the capital value of your investments isn’t as sensitive to interest rates. In an environment of higher rates, this is an important feature that helps protect purchasing power and sustain yield. With investors increasingly concerned about the potential impact of tariffs on inflation, and therefore interest rates, exposure to floating income is an excellent hedge to deal with this uncertainty.
A Smart Complement to Private Credit
Private credit continues to offer strong returns and low correlation to equities, but it’s not always suitable for every investor or every situation.
Listed investments provide the perfect counterbalance:
- They offer daily liquidity
- They’re easy to understand and monitor
- They come with the transparency and regulation of the share market
By combining the income strength of private credit with the accessibility of listed investments, you can enjoy the best of both worlds, strong yield and flexibility, without needing to compromise.
Designed for Today and Tomorrow
Tactical Income was created for investors who want their wealth to work harder, but with greater control and less uncertainty.
Whether your goal is to generate consistent monthly income, dial down exposure to equities, or simply bring more stability into your portfolio, listed income investments offer a compelling solution. They provide reliable returns with the added advantage of daily liquidity and market transparency.
While many of our clients benefit from a balanced mix of listed and unlisted income assets, we understand that flexibility is key. That’s why portfolios can also be tailored to focus exclusively on liquid, ASX-listed investments, designed to suit your individual needs without compromising on income potential.
Looking for strong, consistent income with lower volatility? Rivkin’s Tactical Income portfolio offers wholesale investors access to a carefully constructed blend of private credit and hybrid securities, aiming to deliver attractive, tax-efficient returns with capital stability. With a current net yield of 9.5% and a track record of steady performance—even through market shifts—this strategy is ideal for those seeking income without excessive exposure to equities.
Download the free factsheet now to explore how Tactical Income can support your portfolio with diversified, floating-rate income and a focus on capital preservation.
Complete the form below to receive a call with our Portfolio Manager and discover how Rivkin’s Tactical Income Portfolio is positioned to take advantage of upcoming opportunities in the private credit and hybrid markets. This is an exclusive chance for wholesale investors to explore a strategy targeting attractive, consistent income with capital stability.
Access to Wholesale Investor Content
- Asset Test: You have net assets of at least $2.5 million
- Income Test: Gross income of at least $250,000 per annum over the past two financial years
- Professional Investor: You hold an Australian Financial Services Licence (AFSL) or control assets of at least $10 million.
I meet the criteria outlined above and understand that the information provided is intended for wholesale investors only.
I do not meet the criteria and understand that I cannot proceed further.
