Cash Fund

Cash Fund

Fund aim

To achieve a high rate of interest and ready access to capital primarily through investing in sterling money market deposits, by placing cash with banks or other sterling deposit-taking institutions, where the rate is fixed for a certain period by the bank or deposit-taking institution and money market instruments, including but not limited to certificates of deposits issued by banks, or other deposit-taking institutions.

Fund manager

Beverley Purkiss

Beverley is head of the treasury desk at Smith & Williamson and her team cover fixed deposits and foreign exchange. She is also the fund manager for the Smith & Williamson Cash Fund.

Beverley joined Smith & Williamson in 1996, having worked at Hill Samuel for 15 years where she was responsible for dealing with a variety of corporate clients’ sterling deposits and treasury products.

Capital at risk. The value of investments and the income from them may go down as well as up and investors may not get back the original amount invested. Past performance is not a guide to future performance. Further information is available in the Key Investor Information Document (KIID), the risk section of the Fund’s prospectus and the Fund Factsheet. Please read the KIID before making any investment decision.

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