Outperform benchmark after fees over rolling 3-year periods.
3 month Bank Bill Swap Rate +2.5%
Suggested minimum investment horizon
3 to 5 years
1 July 2020
$38.91m (as at 30 September 2023)
Minimum initial investment
Half yearly (30 June, 31 December)
Estimated up to 0.70% p.a.1
0.20% / 0.20%
Anytime by BPAY or recurring direct debit
Each 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 1.00 p.m. on a business day will be processed within 2 business days at the price applicable on the day of receipt of the request, subject to the Trust's liquidity.
|Commonwealth Bank of Australia|
|Westpac Banking Corporation|
|Australia and New Zealand Banking Group|
|National Australia Bank|
As at 30 September 2023
Past performance is not indicative of future performance. Based on exit price with distributions reinvested, and are net of all fees.
*Benchmark is 3 month Bank Bill Swap Rate +2.5%
For the full break down of all individual income components please refer to your tax statement
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