How to Invest

To Invest in the Hunter Hall Funds

Initial applications for units can only be made on the application form found in the current Product Disclosure Statement (PDS).

Product Disclosure Statements can be downloaded or ordered from this website.

Your completed application form and cheque should be forwarded to:

Hunter Hall Investment Management Limited
GPO Box 3955
Sydney NSW 2001

Cheques are to be made payable to:

For the Hunter Hall Value Growth Trust (VGT): 'Cogent Nominees Pty Limited ACF Value Growth Trust'.
For the Hunter Hall Global Ethical Trust (GET): 'Cogent Nominees Pty Limited ACF Global Ethical Trust'.
For the Hunter Hall Australian Value Trust (AVT): 'Cogent Nominees Pty Limited ACF Australian Value Trust'.
For the Hunter Hall Global Deep Green Trust (GDG): ‘Cogent Nominees Pty Limited ACF Hunter Hall Global Deep Green Trust

Minimum initial investment:

For the Hunter Hall Value Growth Trust (VGT): $10,000
For the Hunter Hall Global Ethical Trust (GET): $10,000
For the Hunter Hall Australian Value Trust (AVT): $10,000
For the Hunter Hall Global Deep Green Trust (GDG): $5,000

Regular Savings Plan:

To participate in the Regular Savings Plan, the minimum initial investment must have been made, with subsequent minimum monthly instalments of A$500.

Discount Brokers:
The Funds are available through a variety of discount brokers. Please refer to FAQ's for a full listing of discount brokers.

Margin Lenders:
The Funds can be accessed through a variety of Margin Lenders. Click here for a complete listing

Master Trust Platforms:
The Funds are on various Platform offerings (sometimes referred to as Wrap Accounts). Click here for a complete listing.

To Invest in the Hunter Hall Ethical Superannuation Fund (ESF)

Initial applications for units can only be made on the application form found in the current Product Disclosure Statement (PDS).

Product Disclosure Statements can be downloaded or ordered from this website.

Your completed application form and cheque should be forwarded to:

Hunter Hall Ethical Superannuation Fund
Hunter Hall Superannuation Company Pty Limited
GPO Box 3955
Sydney NSW 2001

Cheques are to be made payable to:

‘Cogent Nominees Pty Limited ACF Hunter Hall Ethical Superannuation Fund’