Cash

Investment objectives and strategies

  • Maintain the invested capital.
  • Match and, where possible, enhance performance (after fees and tax) relative to the UBSA Bank Bill Index.

Risk / return profile

  • Lowest risk with corresponding expectation of lower returns.
  • Likelihood of a positive return being achieved each year.

Investment style

  • Deposits in short-term loan securities and other similar investments.

Asset mix

  Range                 Benchmark
Growth assets   0%
Defensive assets   100%
Cash 0-100% 100%




For past performance information about this option click here.

 

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