Money Market Trust - a cash solution provided for you by NZ Funds and available through Searells Financial Services Limited
A lower-risk, tax-efficient alternative for cash investments. The Money Market Trust is an income fund designed to allow you to earn competitive returns on your cash investments with lower risk than other funds in the Advice Series.
The Trust will invest in a diversified mix of assets in the wholesale money market, allowing investors to take advantage of cash deposit rates.
The Money Market Trust is a flexible investment vehicle that may meet a number of investor needs.
The Money Market Trust can be used as a parking vehicle. Prior to implementing a longer-term diversified investment portfolio, investors may consolidate their funds for investment into the Trust.
In implementing a longer-term portfolio, investors may attempt to smooth their entry into the market by transferring their investment funds from the Money Market Trust in two or three steps.
Further information is available from me and an investment statement is available on request.
I have written this information for general purposes only . I have made every effort to ensure accuracy. I recommend that readers seek advice prior to acting in reliance on any of the matters discussed in this website. Neither the Searells Financial Services Limited nor any person involved in the production of this newsletter accepts any liability for any loss, damage whatsoever that may directly or indirectly result from any opinion, information, representation or omission, whether negligent, or otherwise.
* * A copy of my Adviser Disclosure is available free of charge upon request. * *
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