To deliver a return significantly above the rate paid on cash deposits while delivering a very low level of volatility.
Base Currency EUR
Total Net Assets €2,140m
Annual Distribution Target (Net) 3.5%
Avg Annual Mgt Charge 0.65%
Total Expense Ratio 0.82%
You should consider the Harvest Cash Alternative Strategy if you wish to receive better returns than are currently available for cash deposits while minimising the volatility in your portfolio.
The components of this strategy will be monitored by the Investment Department on an ongoing basis but it is not envisaged that there will be regular changes.
The Harvest Cash Alternative Strategy may be of particular interest to clients with pre and post retirement arrangements:
It may also be of interest to clients who have stepped back from investing as they reach the Standard Fund Threshold.
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 firstname.lastname@example.org
Click to see further details on the Harvest Cash Alternative Strategy.