What is a cash investment fund?
Cash investment funds are specifically designed to provide investors with a competitive rate of investment return at low risk. Because they’re a stable choice, cash investment funds are ideal for people looking to invest while still having ease of access to their money. This type of managed investment is based on asset classes related to currency, like bank bills, government bonds and other interest bearing securities.
Cash investment funds at Tasmanian Perpetual Trustees
Tasmanian Perpetual Trustees offers the At Call Fund, which is generally suitable for investors with a short to medium-term outlook.
Note: a Cash Fund investment is not a bank account and has a different risk profile. You should consider this fact when deciding to invest.
||At Call Fund
|Major Asset Class
|Income Distribution Frequency
|Minimum Investment and Minimum Balance
|Redemption Cut-off Time
|Investment Objective (Full description see the relevant page)
||To outperform the UBS Warburg Bank Bill Index on a before fees basis.
|Linked Cheque Book/Debit Card
* These suggested time frames are based on Tasmanian Perpetual Trustees’ view about investing which may not
be appropriate for you at all times or suit your particular needs. You should regularly review all aspects of your
investments, with or without the assistance of an adviser.
Invest funds easily with direct credit
Regular contributions are a great way to build the return on your managed investment, and Tasmanian Perpetual Trustees makes it easy to organise with our direct credit facility. You can transfer funds electronically to your Tasmanian Perpetual Trustees investment account from an account held at your bank or financial institution. Usually you can arrange this through online banking, but if not, just get in touch with your bank and they can help you set it up. The transfer can either be a one-off lump sum or a scheduled transfer that occurs at regular intervals.
For more information on the features of the investment Funds such as fees, liquidity levels and funds investment we recommend that you read the Product Disclosure Statement.