Documents & Forms

Here you’ll find all the documents and forms to invest in our funds as well as manage a wide variety of investor preferences. For any questions do not hesitate to get in touch.

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Offer Documents

DocumentDateDownload
Ellerston Australian Absolute Return Fund (Class A) — Product Disclosure Statement30/09/2025
Ellerston Global Equity Managers Fund (Class C) — Product Disclosure Statement30/09/2025
Ellerston Australian Emerging Leaders Fund – Class A Units — Product Disclosure Statement & Additional Information to the PDS30/09/2025
Ellerston Australian Micro Cap Fund (Class A) — Product Disclosure Statement & Additional Information to the PDS30/09/2025
Ellerston Mid Cap Opportunities Fund — Product Disclosure Statement & Additional Information to the PDS30/09/2025
Ellerston Equity Income KIS Fund — Product Disclosure Statement & Additional Information to the PDS30/09/2025
Ellerston 2050 Fund – Information Memorandum29/03/2022
Ellerston Asia Growth Fund Complex ETF — Product Disclosure Statement30/09/2025
Ellerston Global Mid Small Cap Fund (Class A) — Product Disclosure Statement30/09/2025
Ellerston India Fund — Product Disclosure Statement30/09/2025
Ellerston JAADE Australian Private Assets Fund (Retail) — Product Disclosure Statement30/09/2025
Ellerston Fixed Income Target Return Fund — Class A Units — Product Disclosure Statement30/09/2025


Application Forms

DocumentDateDownload
Ellerston Australian Absolute Return Fund (Class A) — Application Form30/09/2025
Ellerston Global Equity Managers Fund (Class C) — Application Form30/09/2025
Ellerston Australian Emerging Leaders Fund – Class A Units — Application Form30/09/2025
Ellerston Mid Cap Opportunities Fund — Application Form30/09/2025
Ellerston Australian Micro Cap Fund (Class A) — Application Form30/09/2025
Ellerston Equity Income KIS Fund — Application Form30/09/2025
Ellerston Asia Growth Fund Complex ETF — Application Form30/09/2025
Ellerston Global Mid Small Cap Fund (Class A) — Application Form30/09/2025
Ellerston India Fund — Application Form30/09/2025
Ellerston JAADE Australian Private Assets Fund (Retail) — Application Form30/09/2025
Ellerston Fixed Income Target Return Fund – Class A Units — Application Form30/09/2025

Additional Forms

DocumentDateDownload
Additional Investment Form – Automic Group24/06/2025
Additional Investment Form – Apex28/10/2023
Redemption Request Form – Automic Group 24/07/2025
Redemption Request Form – Apex29/09/2023
Change of Details Form – Apex29/09/2023
Change of Details Form – Automic Group29/09/2023
Change of Payment & Distribution Election Form – Automic Group26/06/2025
Change of Financial Adviser Form – Automic Group29/09/2023
Change of Payment & Distribution Election Form – Apex 28/10/2023
Standard Transfer Form – Automic Group12/08/2024
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