DDH Cash Fund
The DDH Cash Fund is an interest rate only product, and grants investors exposure to deposits with at least a BBB- credit rating.
The Fund aims to produce a net (after fees) interest rate return for investors in excess of the Reserve Bank of Australia cash rate.
The Fund will seek out and invest in competitive at-call deposits and in addition, may invest in fixed-term deposits with licensed Australian Deposit-taking Institutions (ADIs), including banks, building societies and credit unions.
DDH Graham Limited is an independently-owned Brisbane-based funds management and administration organisation. Established in 1981, DDH has over four decades of experience in providing the national financial services sector with solutions.
DDH actively manages the Fund's cash and term deposits to meet its investment criteria and to maximise investor outcomes with a focus on low risk.
Diversification. The Fund provides investors with a relatively diverse portfolio of at-call and term deposit accounts held with Australian banks, plus fixed-term deposits (to a maximum of 25%) with licensed Australian Deposit-taking Institutions (ADIs) including banks, building societies and credit unions.
Capital security. The Fund seeks to provide investors with low-risk returns above the Reserve Bank of Australia cash rate with low potential for loss of capital.
DDH Graham Limited (DDH) is a Brisbane-based funds management and administration organisation. Established in 1981, they offer a wide range of investment products and services including cash management accounts, a variety of managed funds as well as super and non-super administration capabilities.
For over four decades DDH has provided the national financial services sector with solutions. Delivering valuable, personalised service over this period has established the strength of our reputation in the Australian marketplace. We are extremely proud of our reputation, and by extension we are extremely proud of our team. The longevity and loyalty exhibited by both senior leadership and our staff are critical to the personalised quality of service we show our clients.
As at 1 December 2023, DDH Group currently manages and administers over $14 billion in funds nationally, on behalf of financial intermediaries and other financial services partners.
DDH is an unlisted public company owned by David Graham, Peter Lockhart and Ugo Di Girolamo. DDH is the holder of an Australian Financial Services Licence (No. 226319) and holds GS 007 accreditation (audit of internal controls).
Ugo has more than 40 years' experience in the financial markets with exposure to areas including funding, foreign exchange, fixed interest and risk management. In addition to being the Executive Chairman of DDH Graham, he is also Chairman of both Australian Money Market Pty Ltd and Acclaim Wealth.
The fund update provides perfomance and asset allocation information.
Monthly Fund Profile & Performance Report - Dec 2023
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