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ExtrasJar Fund (ARSN 660 982 507)
How does ExtrasJar invest your money?
How does ExtrasJar invest your money?

A detailed description of the investment profile is available in our PDS

Reece Frazier avatar
Written by Reece Frazier
Updated over a week ago

The Fund’s asset allocation is made up of Exchange Traded Funds (ETFs) with an allowance for cash and cash equivalents to efficiently manage the fund. The Fund’s assets are typically invested within the following asset allocation ranges:

  • Cash and Cash equivalents: 10-60% of the Fund

  • ETFs: 40-90% of the Fund

A detailed description of the investment profile is available in our PDS.

We’ll review the investment objective and strategy on a regular basis. We aim to provide you with at least 30 days advance notice before material changes to any investment objectives take effect.

To achieve the Fund’s objectives, we set what we believe to be an appropriate investment strategy and asset allocation, and select appropriate investments accordingly.

We monitor and review the Fund’s performance, investment strategy, investments, and implementation processes to ensure they are consistent with the investment objectives. Where appropriate, adjustments may be made to these without prior notice.

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