Step 1
Read through offer documents and download the Investment application form. New clients will also need to complete the relevant Know Your Client (KYC) form.
Cash Management Trust - W
A managed fund with investments including cash and cash equivalents.
Aim
To generate income and maintain capital stability while limiting harm and creating positive impact through the implementation of U Ethical’s ethical investment policy.
Objective
Compare favourably with comparable cash management trusts.
Outperform benchmark after fees over rolling 1 year periods.
Benefits and risks
- Minimum investment horizon - 6 months
- Very low risk profile
- Ethically screened portfolio
- Funds generally available within the next business day2
-
Who can invest?
- Entities registered as a Tax Concession Charity
- Companies
- Trustees (including superannuation trustees)
- Partnerships
- Individuals
-
Minimum investment
$500,000
-
Management fees
0.3% p.a.1
-
Buy/sell spread
N/A
-
Income distributions
Half yearly (30 June, 31 December)
-
Additional contributions
Anytime by electronic transfer, direct debit or cheque
-
Redemptions
Daily with funds generally available within the next business day2
-
Inception date
1 July 2020
-
Benchmark
RBA cash rate
- No fees for establishment, contributions, redemptions or exit. Management costs apply
- Subject to conditions. Please read the Information Memorandum. Valid redemption requests received before 11.00 am. on a business day will be processed the same business day, subject to the Trust's liquidity.
Step 2
Send in completed form(s) and certified identification by email to info@uethical.com, mail or in person to: U Ethical, Level 6, 130 Lonsdale Street, Melbourne VIC 3000.
Step 3
We’ll complete your account set up, issue your online portal access send confirmation notice of your investment.