The information on the following pages relates to financial products and services made available only to wholesale clients. It is not an offer or invitation to retail clients and is not intended for the general public.
A person is a wholesale client if the product or service is not provided to them as a retail client within the meaning of section 761G of the Corporations Act 2001 (Cth). For the products referred to on these pages, this is usually established in one of the following ways:
Wholesale clients do not receive the protections available to retail clients. By continuing, you confirm that you reasonably believe you meet one of these criteria. This confirmation is preliminary. Before we provide you with any financial product or service we will ask you for evidence of your status, and we may decline to proceed if it is not provided.
If you are not sure whether you qualify, please contact us before continuing.
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Choose by the return you are targeting, the minimum you want to commit and the level of control you want over the portfolio.
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| Real Income Fund View fund → | Core Income Fund View fund → | Global Growth Equity Fund View fund → | IMA Service View service → | |
|---|---|---|---|---|
| Investor class | Retail | Wholesale | Wholesale | Wholesale |
| Structure | Registered scheme | Unregistered unit trust | Open-ended unit trust | Individual account |
| Target return | RBA cash rate plus 3% p.a. | RBA cash rate plus 5% p.a. | 20% p.a. | Set per strategy |
| Minimum | $10,000 | $50,000 | $50,000 | $500,000 |
| Additional | $5,000 | $100,000 | See the IM | By agreement |
| Distributions | Monthly | Annually | Growth focus | Per strategy |
| Lock up | 12 months | 12 months | 3 months minimum | 12 months suggested |
| Security | Mortgages, PPSR assets, cash flows | Predominantly registered mortgages | Developed-market listed equities | Listed securities and funds |
| Offer document | PDS and TMD | Information Memorandum | Information Memorandum | Information Memorandum |