$1,000, or $500 if you start a regular investment plan of at least $100 per month.
$25,000 within the Cash Fund.
Investors seeking an income through a diversified portfolio of interest-bearing investments generating income.
To generate an income stream consistent with prevailing short-term interest rates while minimising the risk of capital loss and supporting the Australian Ethical Charter.
The opportunity to invest in a diversified portfolio of interest-bearing investments generating income. The Fund is invested in shortdated deposits, high grade mortgage-backed securities, State and Commonwealth Government bonds, and bank and other corporate bonds. As such, the returns of the Fundt tend to move in line with the general level of interest rates.
Low – The risk level of Low for the Cash Fund equates to the likelihood of 0.8 negative annual returns over a 20 year period using the standard risk measure.
|Asset class||Interest-bearing securities||Secured loans||Cash|
|Ranges||40 – 100%||0 – 50%||0 – 10%|
* These are indicative asset allocation ranges for the Fund. If market movements, investments into or withdrawals from the Fund or changes in the nature of an investment, cause the Fund to move outside these indicative ranges, this will be addressed by us as soon as reasonably practicable.
This information is general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider seeking independent financial advice.