• Best Investment Companies In Australia | Investor Desk

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    CASH CAPITAL STABLE Income

    • Investment Objective

    Aims to generate income on cash deposits, over a period of one to three years by investing in a diversified portfolio. A mix of active and passive management approaches are used and the portfolio is consistently rebalanced to ensure optimal asset allocation.

    • Asset Class Mix

    90-100% to defensive assets
    0-10% to growth assets

    • Target Returns

    Aims to outperform the Bloomberg AusBond Bank Bill Index.

    Click here for actual returns >>
    • Risk Profile

    Low

    • Timeframe

    1-3 years

    CASH CAPITAL STABLE Income

    How It Works

    Register / download the App 01

    Register / download the App

    Choose a Portfolio 02

    Choose a Portfolio

    Open an Account 03

    Open an Account

    Monitor Performance 04

    Monitor Performance

    Performance (As on 31st May 2024)

    Portfolios Name 1 Month 3 Month 6 Month 1 Year 2 Year Since Inception
    (Annualised)
    Cash Capital Stable Income (0.05%) 0.27% 0.61% 2.22% #N/A 2.79%
    Conservative Income (0.20%) 0.19% 4.93% 7.14% #N/A 6.65%
    ESG Sustainable Balanced 1.19% 1.53% 8.23% 8.48% #N/A 7.56%
    Income Maximiser Growth 0.32% 0.44% 8.61% 9.43% #N/A 8.90%
    India High Growth (1.60%) 2.72% 10.23% 17.05% #N/A 14.83%
    Australian Core 1.50% 0.61% 9.21% #N/A #N/A 3.73%

    Investment Committee

    We'll keep you informed throughout your investment journey

    Pooja Tahiliani - Investor Desk
    Pooja Tahiliani - BCom, MBA, DFP

    Pooja Tahiliani has been working in the investment side and actively contributes to the development and ongoing enhancement of our investment framework.

    Max Riaz - Investor Desk
    Max Riaz - BE, MBA

    Max Riaz is an Investment Consultant, with responsibilities across equity and multi-asset strategies.

    Minsun Kim - Investor Desk
    Minsun Kim - BSc, DFP

    Minsun Kim is a consultant with extensive general management experience joining the Investment Committee for consulting services, FinTech and online investments.

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    Best Investment Companies In Australia | Investor Desk

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    Laverne Securities Pty Ltd, ACN 629 216 477, Trading As Investor Desk Online, is a Corporate Authorised Representative of Laverne Capital Pty Ltd (AFSL 482937). This service is administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, you must review the PDS and Target Market Determination available at https://www.investordeskonline.com.au/key-documents/ Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.