Harvest Cash Alternative Strategy September 2017

Summary of Investment Objective

To deliver a return significantly above the rate paid on cash deposits while delivering a very low level of volatility.

Strategy Overview

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%
Liquidity                                                              Daily

 

Cash Alternative

Cash Alternative

 

Why should you consider the Harvest Cash Alternative Strategy?

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:

  • who want a positive return in excess of cash deposits in the medium term: and / or
  • who are looking for alternatives to holding cash in their portfolios.

It may also be of interest to clients who have stepped back from investing as they reach the Standard Fund Threshold.

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

 

Click to see further details on the Harvest Cash Alternative Strategy. 

 

Cash Alternative