YELLOW BRICK ROAD HOLDINGS LTD 
By
4 March 2014
Yellow Brick Road Holdings Limited (ASX Code: YBR) ("Yellow Brick Road") has announced that it will launch YBR Funds Management's "active cash" fund, YBR Smarter Money, into the financial planning and Asian markets after celebrating an impressive two years of operation since launching in February 2012.
Smarter Money is an independently rated managed fund that invests in Australian deposits and high quality Australian bonds, and targets delivering returns of 1 per cent to 2 per cent above the RBA cash rate after all fees.
Since inception, Smarter Money has returned investors over 6.0 per cent annually after fees (depending on the unit class), providing a very competitive savings alternative for investors. Smarter Money has grown to around $140 million in assets and has numerous individual, corporate and self-managed super fund investors. It has consistently ranked in the top quartile of Australian short-term fixed-interest and Australian bond funds, based on Morningstar data.
"We believe Smarter Money's growth has been impressive considering that most of the inflows have only been sourced from direct investors and Yellow Brick Road branches," said, Yellow Brick Road CEO Matt Lawler. "With a two year track record and a reputation for consistent performance, Smarter Money is capturing the attention of savvy investors as a credible diversifier in the active cash and fixed interest asset classes."
"We expect to generate future inflows in the financial planning and Asian markets. Financial planners respect active cash and fixed-income funds that work hard to deliver reliable absolute returns in both rising and falling interest rate environments. We also think that we have a role to play in helping Asian investors find a dependable home for their money in the Australian market."
"Smarter Money does not invest in fixed-rate bonds, sub-investment grade bonds, unrated bonds, debentures, equities or overseas bonds and it does not take on leverage. This keeps Smarter Money's risk profile low."
"Smarter Money has been popular amongst conservative investors and retirees looking for relative income security while maximising earnings. The fund has also become popular with younger couples who are priced out of the housing market and are looking for a way to earn higher savings returns in an investment that suits their risk/return profile."
For more information, contact:
Chelsea O'Donnell
Head of Marketing & Communications Yellow Brick Road Wealth Management T 02 8226 8202
M 0414 704 033
E Chelsea.ODonnell@ybr.com.au
Yellow Brick Road is a group of wealth management and financial services companies headed by Executive Chairman Mark Bouris. Yellow Brick Road offers tailored advice and services to Australians wanting to build financial security for the future. With its extensive neighbourhood based branch network, Yellow Brick Road is committed to delivering accessibility, quality financial advice and competition in the market. For more information visit www.ybr.com.au
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