Streamline share settlement while earning competitive returns
A Bell Potter Cash Management Service account is an ideal financial tool for investment portfolios, providing at call access and competitive returns.
With easy to use features it is tailored to facilitate share trading, investment settlement and monitoring of your portfolio.
Key Features
Contribution and withdrawal fees (entry and exit fees) |
Nil |
Minimum initial investment |
$5,000 |
Minimum additional cheque deposit/withdrawals |
$500 |
Minimum balance |
$5,000 |
Security |
Rated AAAm by Standard & Poor’s# – the highest security
rating for a cash management trust. |
Income |
Paid quarterly at the end of January, April, July and October |
Fund size |
$17.0 billion
(as at 31 July 2008) |
Estimated management expense ratio |
1.10% pa of the value of your investment *^ |
# Standard & Poor’s Information Services (Australia) Pty Ltd ABN 17 096 167 556, referred to as Standard & Poor’s.
* refer to page 7 of the PDS for details
^ the management costs of the Bell Potter CMS are inclusive of the net impact of GST
If you invest in the Bell Potter Cash Management Service you will actually be investing in the Macquarie Cash Management Trust, which is managed by Macquarie Investment Management Limited ABN 66 002 867 003.
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