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

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

Tasmanian Perpetual Trustees offers the At Call Fund, which is generally suitable for investors with a short to medium-term outlook.

Major Asset Class Cash
Income Distribution Frequency Quarterly
Established Since 1987
Minimum Investment and Minimum Balance $100
Redemption Period At call
Redemption Cut-off Time 5pm
Unitised Yes
Investment Objective (Full description see the relevant page) To outperform the UBS Warburg Bank Bill Index on a before fees basis.
Return Type Income Only
Linked Cheque Book/Debit Card No
Direct Credits Yes

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.

We’re here to help

With over 132 years experience and local, friendly staff we can help you find the right products to suit you. Talk to us today.

  • Devonport: 53 Best Street
    Hobart: 137 Harrington Street
    Launceston: Cimitiere House, Level 1, 113 Cimitiere Street

    Tasmanian Perpetual Trustees clients can access Estate Planning services only from the following MyState Bank branches:

    Burnie: 87 Wilson Street
    Glenorchy: 366 Main Road
    Kingston: Shop 52, Channel Court Shopping Centre
    Kings Meadows: Shop 27, Meadow Mews Plaza
    Rosny: 11 Bayfield Street
    Hobart: 144 Collins Street
  • 1300 138 044

  • info@tptl.com.au

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