Our Cash Fund is a low-risk investment option that aims to protect your capital and provide a higher return than an everyday bank account. It’s a great option if you want to put your savings to work and have the flexibility to withdraw funds with just two days notice.
*5.97% is our best estimate of the funds expected annualised return after fees and before tax as at 30 April 2024. The current yield calculation assumes floating rate notes return their yield to next reset date, whilst all other securities earn their yield to maturity. We think it is one of the most appropriate ways to explain the expected return (subject to standard risks) of a fund comprised of fixed income, as it reflects what is currently in the fund, rather than what happened in the past or could happen in the future. Returns are subject to change at short notice and are not guaranteed. There is a risk of lower-than-expected or even negative returns for short
time periods due to market conditions.
Please read the product disclosure statement before investing.
This fund has underlying assets that include low risk financial products such as cash, bonds, and term deposits.
You can withdraw all or part of your investment, typically within two days.
As the Cash Fund is a PIE fund, the maximum tax rate is 28%.
We’ve been looking after money for some of NZ’s biggest companies for decades, here’s your chance to access the same level of expertise.
