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.
Aims to outperform the Bloomberg AusBond Bank Bill Index.
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Since Inception (Annualised)
Laverne Securities Pty Ltd, ACN 629 216 477, T/As Investor Desk, 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, please review the PDS and Target Market Determination available at https://www.investordesk.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.