Cash Plus

Cash Plus is a conservative option that aims to outperform bank rates.

Chris Bainbridge
SENIOR INVESTMENT ANALYST & PORTFOLIO MANAGER




ALL DATA AS AT 31 MAY 2017

Inception

Apr 2015

4.4

%
p.a.
0

Annualised return since inception*

9.7%

Total Return since inception*

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The Fund

The Cash Plus Fund provides investors with a conservative cash investment with the benefit of an equity ‘kicker’. Up to 20% is invested in our funds, giving us the ability to outperform bank rates. There is a 10-day withdrawal period for this fund. Recommended investment time frame: 2 years. 

Investment Process

The Cash Plus Fund’s strategy is to invest predominantly (approximately 80%) with New Zealand registered banks (the intention being with at least two such banks) in cash held on call or term deposit for a duration of no more than 12 months.

In addition, the Cash Plus Fund may also invest (approximately 20%) in equities either directly or through the Other Pie Funds Products. We may also invest in bonds and other types of financial products (at our discretion).

Further information in relation to how the investment strategy is implemented is set out above in the ‘Investment Strategy and SIPO Review’ section of this SIPO.

If you wish to invest, please read and download the Product Disclosure Statement (PDS) and then complete the online application form.

Companies

Approximately 80% of the fund will be invested with New Zealand registered banks in cash, held on call or term deposit. Approximately 20% of the fund will be invested across our funds, namely the Growth 2, Dividend, and Global Funds.

Find out more about our top holdings by checking out the latest Cash Plus Fund Fact Sheet. 

Meet the Managers

Chris Bainbridge: Chris is responsible for detailed analysis of Australasian companies. In addition to managing the Cash Plus Fund, Chris manages the Growth 2 Fund, and is the joint portfolio manager for the Growth Fund. Click here to read Chris’s full profile.

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* Past performance is not an indicator for future performance. All figures are calculated after fees and before any applicable tax.