Funds
Cash Fund
Investment Objective
To achieve a return (before fees and tax) that exceeds the notional return of a benchmark portfolio of suitable market indices over periods of three years or greater.
To achieve a return (over the medium to longer term) which is competitive with comparable funds that have similar risk characteristics.
Investment Strategy
The Fund invests in a mix of short-term money market, listed fixed income and hybrid securities using a multi-manager investment approach.
Fund Features
| Inception date | 31 January 1993 |
|---|---|
| APIR code | SMF0104AU |
| Distribution frequency | Quarterly |
| Investment minimum | $100,000 |
| Minimum withdrawal | No minimum |
| Volatility / risk | Very low |
| Estimated management cost | 0.47% |
| Fees and charges | Estimated performance fee: 0.00% |
| Regular Investment Plan | Not available in this product |
| Buy / sell spread | 0.10% |
| Products available through | Spectrum Super, Macqurie Wrap and Austchoice Super |
Performance
UNITED SECTOR LEADERS WHOLESALE FUNDS | As at | 3 mths % p.a. | 1 yr % p.a. | 2 yrs % p.a. | 3 yrs % p.a. | 4 yrs % p.a. | 5 yrs % p.a. | S.I. % p.a. | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| None | |||||||||||
| United Sector Leaders Cash Fund | 28/11/08 | -0.9 | 2.6 | 4.5 | 5.2 | 5.3 | 5.4 | 5.8 | |||
Underlying Sector Managers
| Manager |
| Enhanced Cash |
| United - Enhanced Cash |
Associated Files
United Sector Leaders PDS | 1336kb
Cash Fund profile | 101kb
