AUSTRALIAN SECURITIESTerm Fund
Earn higher interest rates on your short-term investments.
P.A. FUND RETURN RATE
*Net average 30 day return rate 31 October 2023
Past Performance is no guarantee of future Performance
Earn Regular Monthly Income
Higher potential returns
Diversified for conservative risk appetites
How it works
Why invest in this Fund?
Balanced Fund Weightings
Transparency and Reporting
Members are assured a low risk investment and a monthly income. Members can keep abreast of Fund results via the Wealth Management portal which provides statements, regular monthly performance analysis and historical quarterly reporting. The ASTF Annual Report is available below.
The Australian Securities Team is available to answer any additional questions you may have.
Fees & Costs
A low-cost investment structure
90 Day Ave Rate*
60 Day Ave Rate*
30 Day Ave Rate*
Investment Rate Comparisons. Source: RBA
*Cash weighting approx. as of 30 June 2023. This weighting is variable from month to month. The Fund manager endeavours to balance Cash investments at approx. 50% to meet the Funds conservative risk investment strategy.
Reports and Updates
Product Disclosure Statement and Target Market Determination
If you are interested in opportunities to grow wealth, simply start the process by applying online or complete the application form in the Funds PDS and email to – [email protected]
Have questions? Call us on 1300 275 275. We don’t have call centres, you’ll talk directly to our investment managers or executives when you call.
Your questions answered
No. Retail or Wholesale investors can make investments with a minimum investment of $10,000. It is recommended that retail investors carefully read the PDS and the TMD to ascertain if this investment is suitable and or seek professional advice.