Dear voornaam,
With the RBA cash rates at all-time lows, clients may need to be invested in growth assets to meaningfully outperform cash. But some of your clients won’t want to take on much more risk than a term deposit.
That’s where the Allan Gray Australia Stable Fund can help. The Fund aims to outperform the RBA cash rate over the long term by investing predominantly in cash, but can boost returns by investing no more than 50% in the Australian sharemarket. Rather than holding complicated investments, it’s simply a cash-rich fund that invests in select shares when the opportunity is right. We aim to help your clients outperform cash without exposing them fully to the volatility of investing in shares alone. |
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| 3 reasons to consider the Stable Fund - It can be a lower risk way to access the sharemarket.
- Provides a simple alternative to cash with potential for better returns.
- Its track record demonstrates true to label lower volatility and outperformance of the benchmark over the long term.
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| Watch how it works - 3 minutes |
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| | Click here to learn more about our Stable Fund, or please contact us to speak to your local Relationship Manager or our Client Services team. |
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| The information in this email is of a general nature only. It has been prepared without taking into account your individual objectives, financial situation or needs. Before acting on anything in this email, you should consider its appropriateness to you, having regard to your objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to any products mentioned, before deciding whether to acquire, divest or continue to hold any products. Allan Gray Australia Pty Limited is the appointed investment manager of the Allan Gray Australia Stable Fund ARSN 149 681 774. The Fund is offered by Equity Trustees Limited, ABN 46 004 031 298, AFSL 240975, as the Fund’s Responsible Entity. Past performance is not indicative of future performance. There are risks involved with any investment. |
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