* Terms and conditions apply
Net of fees over last 12 months. OneVue RE Services Limited ACN 101 103 011, AFSL 223271 (the “Responsible Entity”) is the responsible entity of the Smarter Money funds and is the issuer of the Product Disclosure Statement (PDS). The Responsible Entity has appointed Smarter Money Investments Pty Limited ACN 153 555 867 Authorised Representative number 414337 (“SMI”) as investment manager of the Fund. SMI is an authorised representative of Yellow Brick Road Investment Services Pty Limited ACN 003 990 627, AFSL 255016.
Yellow Brick Road Holdings Limited ACN 119 436 083, a company listed on the Australian Securities Exchange (ASX Code: YBR), is a major shareholder in SMI.
The information has been prepared by SMI. It is general information only and is not intended to provide you with financial advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The Product Disclosure Statement (PDS) for the relevant Smarter Money fund should be considered before deciding whether to acquire or hold units in it. None of the Responsible Entity, SMI, Yellow Brick Road Holdings Limited nor any of their respective shareholders, directors and associated businesses assume any liability to investors in connection with investment in the Fund, or guarantees the performance of any obligations to investors, the performance of the Fund or any particular rate of return. The repayment of capital is not guaranteed. Investments in the Fund are not deposits or liabilities of any of the above mentioned parties. The Fund is subject to investment risks, which could include delays in repayment and loss of income and capital invested.Past performance is not indicative of future performance. To learn more about these risks, we strongly encourage you to read the Fund’s PDS and consult an independent legal and financial adviser. The PDS documents for each of the funds can be obtained by visiting Smarter Money Fund, Higher Income Fund or Protected Equities.