Investor centre
Historical distribution return to investors at 30 June 20071:
| Last year |
Last 3 years |
Last 5 years |
| 5.46% p.a |
5.07% p.a |
4.78% p.a |
The Trust overview
| Minimum initial investment | $5,000 per investment account |
| Minimum operating investment balance | $1,000 per investment account |
| Minimum additional investment | Nil |
| Minimum withdrawal amount | Nil |
| Entry and exit fees | Nil |
| Distribution returns | Calculated daily and paid monthly |
| Unit price | $1.00 per unit |
The Trust offers investors the flexibility to transact on their account using the following transaction services:
- BPAY® deposit or payment
- Online Banking transactions
- Personal cheque withdrawals
- Bank cheque withdrawals
- Phone Banking (Express Line) transactions
- Cashcard access
- deposit or withdrawal via Adelaide Bank branch
- ATM withdrawal transfer or deposit2
- EFTPOS purchase or withdrawal
- Bank@Post™ withdrawal or deposit.
- Cheque deposit via post and at Adelaide Bank branches
- Direct credits
- Auto Payment Plan
- Regular Withdrawal Plan
- Third party direct debits
1Historical distribution returns are calculated assuming monthly distributions of income are reinvested in the Trust, net of fees and expenses paid by the Trust, and prior to tax that may be payable by the unit holder. Past returns are not necessarily indicative of future returns.
2ATM deposits and transfers are available at selected Adelaide Bank ATMs.
® Registered to BPAY Pty Ltd ABN 69 079 137 518
Bank@Post™ and its device mark are trade marks (registered or otherwise) of the Australian Postal Corporation. All rights reserved.
A Product Disclosure Statement (PDS) for units in the Adelaide Cash Management Trust and related Transaction Services is available from your financial adviser, an Adelaide Bank Branch, adelaidemanagedfunds.com.au or by telephoning 1800 224 124. This information has been prepared without taking account of any person's objectives, financial situation or needs. Before acting on this information, you should consider the appropriateness of the information having regard to your own objectives, financial situation and needs and read the PDS. Adelaide Managed Funds recommends that you obtain your own independent professional advice on the risks and suitability of this product
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