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  5. Equip Cash TTR - Managed fund profile

Equip Cash TTR - Managed Fund

Fund Objective
Outperform the Bloomberg AusBond Bank Bill Index over a year.
Fund Strategy
Invests in money market securities such as bank term deposits,bank billsand other liquid cash securities.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.3% 0.97% 1.98% 4.01% 5.48% 3.99% 6.46% 5.29%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.32% 0.99% 2.09% 4.33% 4.3% 3.77% 2.28% 2.01%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Cash
44.29%
Australian Equities
4.28%
International Equities
7.52%
Property
1.93%
Fixed Interest
17.45%
Alternatives
24.52%

General Information

Fund Details
Type Description
Equip Cash TTR
Australian Cash
Not Rated
Superannuation Fund
1 Jan 1999
$867.44 million (as at 30 Jun 2024)
$1.78113 (as at 1 May 2025)
$1.78113 (as at 1 May 2025)
Open
Offer information
Type Description
MER 0.33% (as at 10 Sep 2024)

FAQs about the Equip Cash TTR

The objective of the Equip Cash TTR managed fund is Outperform the Bloomberg AusBond Bank Bill Index over a year.

The strategy of the Equip Cash TTR managed fund is Invests in money market securities such as bank term deposits,bank billsand other liquid cash securities.

The APIR code of the Equip Cash TTR managed fund is .

Equip Cash TTR’s total return last month was 0.3%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

Equip Cash TTR’s total return for the last three months was 0.97%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Mar 2025.

Equip Cash TTR’s one-year total return is 4.01%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

Equip Cash TTR’s one-year total return is 3.99%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the Equip Cash TTR managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Equip Cash TTR managed fund belongs to the Australian Cash sector/asset class.

As at 30 Jun 2024, the size of the Equip Cash TTR managed fund was $867.44 million.

The Equip Cash TTR managed fund has an inception date of 1 Jan 1999.

The current entry price of the Equip Cash TTR managed fund is $1.78113 per unit and the current exit price is $1.78113 per unit (as at 1 May 2025).

The current exit price of the Equip Cash TTR managed fund is $1.78113 per unit and the current entry price is $1.78113 per unit (as at 1 May 2025).

The minimum initial investment amount for the Equip Cash TTR managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.