Please read the current Product Disclosure Statement (PDS) for the:
Value Growth Trust (VGT)
Global Equities Trust (GET)
Global Equities Trust - Hedged (GEH)
Australian Value Trust (AVT)
Global Deep Green Trust (GDG)
Please also read the Additional Information brochure.
Initial applications for units can only be made on the application form.
Your completed application form and cheque should be forwarded to:
FundBPO - Unit Registry
GPO Box 4968
Sydney NSW 2001
Australia
Cheques are to be made payable to:
'JPM Nominees ACF HH App a/c'
The minimum initial investment for all funds is A$5,000.
Existing Unitholders in a Fund may invest further amounts of A$2,000 or more at any time.
Additional units may also be acquired through the reinvestment of income distributions.
Additional investments may be made by cheque or via bank deposit. Bank deposit details must be provided to us. You may choose to use an Additional Investment Request Form, which includes details for cheques and direct deposits.
If you are an existing unitholder but wish to invest in another Hunter Hall Fund, you must complete a new Application Form from the current PDS.
Regular Savings Plan
To start a Regular Savings Plan you will need to read the Conditions of Operation and:
- make your initial investment (minimum investment of $5,000) by completing the application form in the current Product Disclosure Statement (PDS),
- apply for a Regular Savings Plan and nominate a monthly investment amount of $200 or more. To do this you must complete the Additional Investment form.
The Funds are available through a variety of discount brokers. Click here for a complete listing of Discount Brokers.
Margin LendersThe Funds can be accessed through a variety of Margin Lenders. Click here for a complete listing of Margin Lenders.
Master Trust PlatformsThe Funds are on various Platform offerings (sometimes referred to as Wrap Accounts). Click here for a complete listing of Master Trust Platforms.
SuperannuationIf you are interested in investing your superannuation in the Hunter Hall Funds, please visit the Hunter Hall page on the netwealth website. The web link is www.netwealth.com.au/hunterhall.