Realm Cash Plus Fund
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:
- Westpac, ANZ, CBA & NAB & their subsidiaries
- Corporate Debt issuers
- Secured Funding and Securitised Debt
- Cash & Negotiable Certificate of Deposits
- Other Australian and New Zealand Deposit-taking Institutions considered reputable by Investment Manager
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.
The Lonsec Rating assigned April 2017 presented in this document is published by Lonsec Research
Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the
Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial
product(s). Past performance information is for illustrative purposes only and is not indicative of future
performance. It is not a recommendation to purchase, sell or hold Realm Investment House product(s), and
you should seek independent financial advice before investing in this product(s). The Rating is subject to
change without notice and Lonsec assumes no obligation to update the relevant document(s) following
publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using
comprehensive and objective criteria.
For further information regarding Lonsec's Ratings methodology, please refer to our website
ORDINARY &mFund UNITS
Adviser Use Only