Cash Plus Bond
To provide investors with a low volatility return on investments in excess of the UBS Bank Bill Index through diversified investments in cash and fixed interest securities.
To invest in established investment managers, term deposits, cash and other listed and unlisted debt securities to achieve consistent and stable returns over the long term.
$4.29 million (inception date 1/10/2015)
|Minimum Initial Investment||$500|
|Minimum Additional Investment||$500 for a one-off additional payment|
|Additional Investment Plan||Minimum monthly deposit of $100|
|Minimum Switching Amount||$500|
|Annual Management Fee||Net 0.90% p.a.|
|Suggested Timeframe||No minimum|
The performance of your bond is measured after taxes and fees within this tax paid bond. For periods of 1 year or longer, the movement is expressed as an annual rate of return. The performance figures are below as at 30 June 2017.
Past performance is not a reliable guide to future performance.
|3 months %||6 month %||1 year % p.a.|
|Min %||Max %||Actual %||Investment Manager|
|Australian Fixed Interest||0||100||47.98||Centuria|
|International Fixed Interest||0||100||0.00|
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