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  5. Atrium Enhanced Fixed Income Fund - Managed fund profile

Atrium Enhanced Fixed Income Fund - Managed Fund

Fund Objective
The objective of the Atrium Enhanced Fixed Income Fund is to achieve returns in excess of the benchmark (net of fees) of 2% over a rolling 3 year period.
Fund Strategy
The Atrium Enhanced Fixed Income Fund seeks to provide investors with access to a diverse portfolio of Australian and global fixed income investment opportunities (focusing on fixed income assets). External managers will be utilized to manage some of the exposures, where they are deemed to be able to add value.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.53% 1.71% 2.5% 5.44% 5.43% 5.03% 3.02% -%
Growth return 0.53% -2.84% -2.08% 0.32% 1.08% 1.46% -0.39% -%
Income return 0% 4.55% 4.58% 5.12% 4.35% 3.57% 3.41% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Atrium Enhanced Fixed Income Fund
Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Fixed Interest
20.69%
Australian Equities
3.95%
International Equities
6.74%
Cash
44.79%
Property & Infrastructure
1.44%
Alternatives
22.40%

General Information

Fund Details
Type Description
Atrium Enhanced Fixed Income Fund
The Trust Company (RE Services) Limited
AIM0003AU
Miscellaneous
Not Rated
Investment Fund
1 Sep 2015
$152.85 million (as at 25 Sep 2025)
$0.9968 (as at 25 Sep 2025)
$0.9961 (as at 25 Sep 2025)
Open
Offer information
Type Description
MER 0.78% (as at 31 Mar 2025)
Minimum initial investment $100,000
Minimum additional investments $5,000.00

FAQs about the Atrium Enhanced Fixed Income Fund

The objective of the Atrium Enhanced Fixed Income Fund managed fund is The objective of the Atrium Enhanced Fixed Income Fund is to achieve returns in excess of the benchmark (net of fees) of 2% over a rolling 3 year period.

The strategy of the Atrium Enhanced Fixed Income Fund managed fund is The Atrium Enhanced Fixed Income Fund seeks to provide investors with access to a diverse portfolio of Australian and global fixed income investment opportunities (focusing on fixed income assets). External managers will be utilized to manage some of the exposures, where they are deemed to be able to add value.

The APIR code of the Atrium Enhanced Fixed Income Fund managed fund is AIM0003AU.

Atrium Enhanced Fixed Income Fund’s total return last month was 0.53%. This was made up of a growth return of 0.53% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Atrium Enhanced Fixed Income Fund’s total return for the last three months was 1.71%. This was made up of a growth return of -2.84% and an income return of 4.55%%. These returns were calculated as at 31 Aug 2025.

Atrium Enhanced Fixed Income Fund’s one-year total return is 5.44%. This was made up of a growth return of 0.32% and an income return of 5.12%. These returns were calculated as at 31 Aug 2025.

Atrium Enhanced Fixed Income Fund’s one-year total return is 5.03%. This was made up of a growth return of 1.46% and an income return of 3.57%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Atrium Enhanced Fixed Income Fund managed fund is :

Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Alternatives
0%

The Responsible Entity for the Atrium Enhanced Fixed Income Fund managed fund is The Trust Company (RE Services) Limited.

The Atrium Enhanced Fixed Income Fund managed fund belongs to the Miscellaneous sector/asset class.

As at 25 Sep 2025, the size of the Atrium Enhanced Fixed Income Fund managed fund was $152.85 million.

The Atrium Enhanced Fixed Income Fund managed fund has an inception date of 1 Sep 2015.

The current entry price of the Atrium Enhanced Fixed Income Fund managed fund is $0.9968 per unit and the current exit price is $0.9961 per unit (as at 25 Sep 2025).

The current exit price of the Atrium Enhanced Fixed Income Fund managed fund is $0.9961 per unit and the current entry price is $0.9968 per unit (as at 25 Sep 2025).

The minimum initial investment amount for the Atrium Enhanced Fixed Income Fund managed fund is $100,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.