CorePlus Active Cash

RiskLow
Suggested term3 months

A diversified portfolio of securities exposed to defensive assets such as Cash and Fixed Interest assets which may include mortgage securities.

CorePlus Active Cash

Portfolios

Portfolio Description

A diversified portfolio of securities exposed to defensive assets such as Cash and Fixed Interest assets which may include mortgage securities.

The Portfolio is managed based on the assumption that capital preservation is prioritised and minimal income is accepted.

Investment Objective

To provide stable returns over the investment timeframe through exposure to a diversified portfolio of Cash and Fixed Interest investments with an emphasis on capital preservation.

Performance Objective

To outperform the RBA Cash Rate over the minimum investment timeframe.

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Core Wealth Advisors Pty Ltd (ABN 21 623 746 430) are an authorised representative of Core Advisor Group Pty Ltd (ABN 19 109 451 916) which holds an Australian Financial Licence (No: 281394) and is a Registered Life Insurance Broker.

Past performance is not an indication of future performance. In preparing this content, individual circumstances, for example tax implications, have not been taken into account and it may, therefore, not be applicable to an individual’s situation. Before making an investment decision, you should consider your circumstances and whether the information is applicable to your situation, personal objectives and circumstances.

As this information (including the statements on taxation which are of a general nature only and based on current laws, rulings and interpretation) has been prepared without considering your objectives, financial situation or needs, it is not to be considered as advice; you should, before acting on this information, consider its appropriateness to your circumstances, objectives, financial situation or needs.