How to Invest

Our range of funds can be accessed in one of two ways:

1. An individual account opened directly with a minimum investment amount of AUD$25,000. Please refer to the relevant fund's page to access the Product Disclosure Statement and Application Form.

OR

2. Through the numerous platforms available with associated margin lenders specified below

Please refer to the table below for a list of available platforms.

AUSTRALIA

Platform ProvidersPremium China FundPremium Asia Property FundPremium Asia FundPremium Asia Income Fund
BT Wrap Yes Yes Yes Yes
Macquarie Wrap Yes Yes Yes Yes
Oasis Yes Yes Yes
Colonial First Wrap Yes Yes Yes
Netwealth Yes Yes Yes Yes
Navigator Yes


IOOF Yes
Yes
Asgard Yes Yes Yes
Personal Choice Yes Yes Yes
Synergy Yes Yes

Symetry Yes Yes Yes
Wealthtrac Yes Yes Yes
AusMaq Yes


Fiducian Yes


AMP-Portfolio Care Yes


AXA-Summit Yes


AXA-North Yes


Beacon Yes Yes
Avanteos Yes Yes Yes
AustChoice Yes


Omniport Yes Yes Yes
MLC Masterkey Custom Yes


ING Portfolio One Yes


HUB24 Yes Yes Yes Yes

NEW ZEALAND

Platform ProvidersPremium China FundPremium Asia Property FundPremium Asia FundPremium Asia Income Fund
Aegis
Yes
Yes Yes
FNZ
Yes
Yes

The following institutions offer margin lending arrangements into Premium funds. Please refer to the table below for the full list and respective LVRs

Margin Lending FacilitiesPremium China FundPremium Asia
Property Fund
Premium Asia Fund
NAB 50%

BT 50% 60%
Merrill Lynch 50%

St. George 50%

Leveraged Equities 65% 55% 60%
Commonwealth Bank 50% 75% 60%
Colonial Margin Lending 70% 65% 60%
Suncorp 50%


Back to Top