Outperform benchmark after fees over rolling 1-year periods.
RBA cash rate
Suggested minimum investment horizon
1 July 2020
$155.46m (as at 30 September 2023)
Minimum initial investment
Half yearly (30 June, 31 December)
Anytime by BPAY or recurring direct debit
Daily with funds generally available within the next business day2
- No fees for establishment, contributions, redemptions or exit. Management costs apply
- Subject to conditions. Please read the Information Memorandum. Valid redemption requests received before 11.00 am. on a business day will be processed the same business day, subject to the Trust's liquidity.
|National Australia Bank|
Bank of Queensland
Westpac Banking Corporation
As at 30 September 2023
Past performance is not indicative of future performance.
Performance figures stated ending 31 December 2022 were overstated by 0.07% 3months, 0.08% 6months, 0.09% 1year and 0.04% Since Inception due to a calculation error. These have now been corrected in the above table.
†Based on exit price with distributions reinvested, and are net of all fees.
*Reserve Bank of Australia cash rate.
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