LM Cash Performance Fund

updated 22 February 2012

Established May 1999.

The LM Cash Performance Fund benefits from the strength of Australia’s banking sector, ranked among the best in the world.  The Fund continually searches within Australia’s well regulated banking sector for premium cash rates for Fund investors, with ready access to their investment funds.


View fund documents


Key Facts

Inception Date May 1999
Manager LM Investment Management Ltd
Administrator LM Investment Management Ltd
Assets Cash, short and medium term bank backed securities
Minimum Investment AUD1,000 currency equivalent
Earning Rate Current rates on www.LMaustralia.com
Income Reinvested and reflected in the daily unit value
Investment Currency All major currencies
Management Fee Up to 0.30%pa
Product Fees  No entry or exit fees

Bank Accounts Held                                                  		HSBC, Commonwealth Bank of Australia (CBA), Suncorp Metway Ltd and Australia and New Zealand Banking Corporation (ANZ)

Who Can Invest?
 		 > Personal/Direct Investors
> International Portfolio Bonds
> SIPPS
> SASS
> QROPS
> Pension Funds
> Superannuation Funds
> Companies
> Trusts
> Institutions
> Wholesale Platforms

Investment Documents



Rates and Bank Account Details

Rate Sheet File size: 60KB Pages: 1


Fact Sheets & Fund Updates

Fact Sheet File size: 193KB Pages: 2



This product is issued by LM Investment Management Ltd (LM).

Investors must have read and considered the current Product Disclosure Statement before deciding whether to acquire or continue to hold an investment in the fund. This is available online at www.LMaustralia.com. LM requests that investors consult their financial adviser or intermediary prior to making an investment decision.

Past performance is not a reliable indicator of future performance and returns could be lower than expected.
Distribution rate determined on 11 August 2011.
Rates are variable. Past performance is no guarantee of future performance.

PRODUCTS AND SERVICES ARE NOT AVAILABLE TO THE HONG KONG PUBLIC.