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 | 0.48% |
| 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 | 31/05/10 | 1.3 | 6.3 | n/a | 4.7 | 5.5 | 5.6 | 5.6 | |||
Underlying Sector Managers
| Manager |
| Enhanced Cash |
| United - Enhanced Cash |
Associated Files
In April 2009, IOOF Holding Limited merged with Australian Wealth Management Limited creating a fully integrated financial services company with offices in every state. Therefore all references to Australian Wealth Management Limited throughout the United Funds Management Product Disclosure Statements should be replaced with IOOF Holdings Limited.
