Performance of the Harvest Cash Alternative Strategy

Cash Alternative -

Performance of the Harvest Cash Alternative Strategy

Though holding cash is a sure bet, your gains will be minimal given the extremely low cash deposit interest rates. A world of low deposit returns is challenging for investors. Many are looking for solutions that have the potential to generate higher returns without taking significantly higher levels of risk. The Harvest Cash Alternative Strategy looks to address this.

The chart and table below show the performance of the Harvest Cash Alternative Strategy vs. cash deposits over the past three years assuming an equal holding in all three selected funds. An investor in this strategy could have earned almost 24% over the past three years compared with less than 4% from cash deposits. It is our expectation that future returns of the three selected funds will not be as high as recent years but should be comfortably ahead of cash deposits.

Solution to Low Cash Deposit Rates - Cash Alternative

Solution to Low Cash Deposit Rates

Source for the chart and the table: Financial Express Analytics.
Assumptions for the chart and the table: for simplicity the effect of commissions and other charges are ignored. The return is based on an investment in the three selected funds and does not represent the return achieved by individual accounts linked to the funds.

The Harvest Cash Alternative Strategy is to target an average annual return of 3-5% over the medium term from a portfolio comprising a mix of the selected funds.

How do I find out more about the Harvest Cash Alternative Strategy?

To find out more about the Harvest Cash Alternative Strategy and to determine if it is suitable and appropriate for your portfolio please speak to your Client Manager, call us on 01 237 5500 or email justask@harvestfinancial.ie

 

Performance of the Harvest Cash Alternative Strategy