The Fund At a Glance
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Minimum Initial Investment
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AUD $25,000
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Minimum Additional Investment
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AUD $5,000
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Minimum Withdrawal of Investment
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AUD $5,000
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Minimum Account Balance
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AUD $25,000
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Suggested minimum investment timeframe
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5 Years
It is recommend that you regularly review the appropriateness of the investment timeframe with your financial adviser to ensure that it continues to reflect your needs.
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Benchmark
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S&P/ASX 50 Accumulation Index
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Distributions
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Monthly. Distributions comprise net income including assessable realised gains.
There may be periods when the Fund does not distribute.
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Management Fees
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1.87% pa
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Transactional Fees
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Buy Spread 0.35% Sell Spread 0.35%
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Establishment Fee
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Nil
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Contribution Fee
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Nil
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Withdrawal Fee
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Nil
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Termination Fee
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Nil
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Product Disclosure Statement
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