Cash and Short-Term Securities Fund

For more information
call 131 817

Investment objective & strategy
To provide a relatively secure investment in cash and money market securities and reduce short-term capital fluctuations.

The Fund invests either directly in assets or indirectly through collective investments (such as life policies or unit trusts) so that the underlying assets of the Fund consist of short-term money market investments such as bank deposits, bank accepted bills and certificates of deposit.

Target investment mix
The illustration below outlines the standard allocation range of each investment type for the Fund. The actual investment mix may vary depending on market conditions. Income-only investments 100%

Who should invest?
This Fund is suitable for investors who:

Have a short-term investment time frame
Are looking for potential returns before tax and fees comparable to those available from money market securities
Want low risk of fluctuation in the value of capital

To get information about other Funds within this portfolio return to the product comparison table.

Want to invest more?

Consider a margin loan where you can choose from over 660 approved Australian securities.

Get financial advice

Find out what to expect and how to arrange a meeting with no obligation.

Call us on 131 817
select option 5
Monday to Friday
8.00am - 6.30pm (AEST)

Apply now

Read a Product Information Brochure for a product that interests you and apply now.

General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers.

By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.