The Realm Cash Plus Fund (Fund) seeks to produce a return (net of fees) that exceeds the total return of the RBA Overnight Cash Rate by 1.5-2.0% p.a. over a rolling three-year period.
The Fund is a diversified, actively managed fixed income portfolio of Australian and New Zealand originated debt securities issued by major banks, their subsidiaries and other authorised deposit taking institutions. The Fund will invest in debt instruments issued by the following Authorised Deposit-taking Institutions and issuers:
The Investment Manager embraces the philosophy that best practice management combines a top down assessment of key macro and regulatory drivers supported by a bottom up process that provides a ground level view of issuers and their markets. As part of the investment process the Realm Investment Team considers environmental, social and governance (ESG) issues.