4.75% over the RBA Overnight Cash Rate per annum.
Strategic Wholesale Units
|FUND||1 month||3 month||6 month||1 year||Inception (PA)|
|RBA Cash Rate||0.02%||N/A||N/A||N/A||0.02%|
Past performance is not indicative of future performance. Calculations are based on distributions being invested, net of applicable fees, costs and taxes. Realm Strategic Wholesale Income Fund inception: 3/8/2020.
Past performance is not indicative of future performance. Calculations are based on distributions being invested, net of applicable fees, costs and taxes. Realm Strategic Wholesale Income Fund inception: 3/8/2020. Not all unit classes are represented in this table and chart.
Zenith Disclaimer: The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned April 2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners. com.au/RegulatoryGuidelines