We are pleased to share that the MST Financial Monthly Income Fund has received an Investment Grade rating from Lonsec in its inaugural review.
The Monthly Income Fund is an actively managed, diversified fixed income Fund, providing monthly distributions through exposure to predominantly floating rate Australian denominated securities.
Lonsec stated: “The Fund is well diversified across Australian fixed income securities, with the team experienced in trading domestic corporate bonds and structured securities.”
If you would like to discuss the research or the strategy further, please feel free to reach out to our team.
The report that included this extract and rating was published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec) on 25th February 2026. Lonsec receives a fee from fund managers for the preparation of reports. Lonsec’s reports are prepared based on a Research Process that is consistently followed for different products. The information included in the report, including the rating, is general advice only. An investor should be aware that:
a) the advice has been prepared without taking into account an investors’ objectives, financial situation or needs;
b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs before acting on the advice; and
c) an investor should obtain a Product Disclosure Statement (PDS) (if required) relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product.
The report, including the rating, is not a recommendation to purchase, sell or hold any product. Past performance is not a reliable indicator of future performance. Reports are prepared based on information available at the time of preparation and may be subject to change by Lonsec without notice. Visit lonsec.com.au for important documents including the Financial Services Guide and Conflicts of Interests Statement. © 2026 Lonsec. All rights reserved.
