Realm Short Term Income Fund

Investment Objective

The Realm Short Term Income 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.

Investment Strategy

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.

Lonsec Disclaimer 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.