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Realm Cash Plus Fund

Realm Cash Plus Fund

Realm Investment House (Realm) is an independent boutique fund manager, that specialises in managing a range of income strategies. Realm’s funds are managed by an experienced investment team, taking a disciplined investment approach to manage assets in a contrarian, benchmark unaware style.

Investment Objective

The Realm Cash Plus Fund (Fund) seeks to produce a return (net of fees) that exceeds the RBA Overnight Cash Rate total return by 1.5% to 2.0% over a rolling one year period with a low level of volatility.

Investment Strategy

The Fund is a diversified, actively managed income and bond portfolio of highly rated investment grade credit securities and Australian Depository Institutions (ADI) deposits and bonds.

Realm embraces a best practice management philosophy of combining a top down assessment of key macro and regulatory drivers supported by a bottom up process that provides a ground level view of issuers. Combining a risk first approach to investing along with the Fund’s flexible investment mandate and the use of proprietary models to allocate tactically and strategically to preserve capital and provide consistent monthly income. Environmental, social and governance (ESG) issues are considered as part of the investment process.

Who should invest in this Fund?

Investors seeking a stable monthly income distribution with low volatility and capital preservation. The Fund also appeals to those investors who requires and ESG overlay and diversification within their low risk, defensive part of their investment portfolio and are seeking an alternative source of income to that of Term Deposits.

For further information, please view the Product Disclosure Statement or Fund Profile available at the Fund Product Page.

Realm High Income Fund

Realm Investment House (Realm) is an independent boutique fund manager, that specialises in managing a range of income strategies. Realm’s funds are managed by an experienced investment team, taking a disciplined investment approach to manage assets in a contrarian, benchmark unaware style.

Investment Objective
The Realm High Income Fund (Fund) seeks to target a return of 3% (net of fees and after franking) over the RBA cash rate through the market cycle (3-5 years) while seeking to preserve capital. To achieve this the Fund invests in domestic credit, including corporate and asset backed securities, whilst actively managing the credit exposures to mitigate risk.

Investment Strategy

The Fund is a diversified, actively managed income and bond portfolio that invests in securities issued by banks and corporations, governments and asset backed securities,

Realm embraces a best practice management philosophy of combining a top down assessment of key macro and regulatory drivers supported by a bottom up process that provides a ground level view of issuers. Combining a risk first approach to investing along with the Fund’s flexible investment mandate and the use of proprietary models to allocate tactically and strategically to preserve capital and provide consistent monthly income. Environmental, social and governance (ESG) issues are considered as part of the investment process.

Who should invest in this Fund?

Investors seeking a stable monthly income distribution with a focus on capital preservation. The Fund also appeals to those investors who require diversification within their defensive allocation and are seeking access to securities not generally available to direct retail investors, which are managed by a highly experienced team.

For further information, please view the Product Disclosure Statement or Fund Profile available at the Fund Product Page.