Funds

Cash Management Fund (S&P AAAm Rated)

Investment Objective

To provide investors with a stable investment, regular income, ready access to their funds and competitive returns by investing in cash deposits and short-term money market securities.

Investment Strategy

To invest in high-quality short-term money market securities, issued or guaranteed by the Commonwealth Government or rated AAA, A-1+ or A-1 by rating agency Standard & Poor's.

The intention is to maintain asset quality/diversity of the portfolio in accordance with Standard & Poor's 'AAAm' asset quality guidelines.

United is pleased to confirm that in August 2009, Standard & Poor's reaffirmed its 'AAAm' rating on the United Cash Management Fund - the highest credit rating available to a cash management trust. The 'AAAm' rating on the United Cash management Fund indicates that the safety of the fund is excellent and that it has an extremely strong capacity to maintain principal value and limit exposure to loss.

Fund Features

Inception date15 September 2003
APIR codePIM0002AU
Distribution frequencyQuarterly
Investment minimum$100,000
Minimum withdrawalNo minimum
Volatility / riskVery low
Estimated management cost

0.29%

Fees and charges

Regular Investment PlanNot available in this product
Buy / sell spreadNil
Products available through

The Portfolio Service, Spectrum Super, Macqurie Wrap and Austchoice Super

Performance

UNITED CASH MANAGEMENT FUND

As atYield (% p.a) *
None
United Cash Management Fund08/03/103.76

Underlying Sector Managers

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.