The Select Investment Account aims to provide Investors with reasonably stable and predictable income over a set period on a monthly basis, investing in loans. The Select Investment Account provides less diversification of investment income and access to your funds for each individual investment than may be available in our other investment options.
Environmental, social, and governance (including ethical and labour) (ESG) factors can impact the performance of the Select Investment Account. We apply an integrated approach to ESG, evaluating certain ESG matters as a standard part of our policy management and business processes. We do not factor in labour standards as part of our selection, retention or realisation considerations due to the nature of the assets in which we invest.
Fees
Management Fee % PA
1.55
TCR % PA
1.55
Entry / Exit %
- / -
Buy / Sell Spread %
0.00000 / 0.00000
SQM Research strongly recommends this fund profile be read in conjunction with the fund rating report or product disclosure statement.
Disclosure
This document is published by SQM Research Pty Ltd, AFSL No. 421913. SQM Research receives fees from fund managers and product issuers for rating financial products using objective criteria and may receive fees from fund managers or product issuers for other services. SQM Research’s fee and analyst remuneration are not linked to the rating outcome. SQM Research, its representatives and their associates may hold the financial product(s) discussed.
Warning
Past performance is not a reliable indicator of future performance. Ratings are General Advice and are based on the merits of the product(s) without considering any person’s particular financial circumstances. Seek advice from a financial services professional before making an investment decision, or consider its appropriateness given your particular financial circumstances.
Disclaimer
Except for SQM Research ratings, SQM Research gives no warranty of accuracy or completeness of information in this document, which is compiled from information from public and third party sources. Opinions and ratings are reasonably held by SQM Research at compilation. SQM Research assumes no obligation to update this document after publication. Except for any liability which cannot be excluded, SQM Research, its directors, officers, employees and agents disclaim all liability for any error, inaccuracy, misstatement or omission, or any loss suffered through relying on the document or any information.
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