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

Document Date Download
Australian Absolute Return Fund — Product Disclosure Statement 14/11/2022
Global Equity Managers Fund (Class C) — Product Disclosure Statement 14/11/2022
Australian Emerging Leaders Fund — Product Disclosure Statement & Additional Information to the PDS 14/11/2022
Australian Micro Cap Fund — Product Disclosure Statement & Additional Information to the PDS 14/11/2022
Australian Share Fund — Product Disclosure Statement & Additional Information to the PDS 14/11/2022
Equity Income KIS Fund — Product Disclosure Statement & Additional Information to the PDS 14/11/2022
Overlay Australian Share Fund — Information Memorandum 14/11/2022
2050 Fund – Information Memorandum 29/03/2022
Asia Growth Fund — Product Disclosure Statement 14/11/2022
Global Mid Small Cap Fund (Class A) — Product Disclosure Statement 14/11/2022
India Fund — Product Disclosure Statement 14/11/2022
JAADE Private Assets Fund (Retail) — Product Disclosure Statement 14/11/2022

Application Forms

Document Date Download
Australian Absolute Return Fund — Application Form 14/11/2022
Global Equity Managers Fund (Class C) — Application Form 14/11/2022
Australian Emerging Leaders Fund — Application Form 14/11/2022
Australian Micro Cap Fund — Application Form 14/11/2022
Australian Share Fund — Application Form 14/11/2022
Equity Income KIS Fund — Application Form 14/11/2022
Overlay Australian Share Fund — Application Form 14/11/2022
Asia Growth Fund — Application Form 14/11/2022
Global Mid Small Cap Fund (Class A) — Application Form 14/11/2022
India Fund — Application Form 14/11/2022
JAADE Private Assets Fund (Retail) — Application Form 14/11/2022

Additional Forms

Document Date Download
Additional Investment Form – Automic Group
Additional Investment Form – Mainstream
Redemption Request Form – Automic Group
Redemption Request Form – Mainstream
JAADE Withdrawal Request Form – Retail
JAADE Withdrawal Request Form – Wholesale
Change of Details Form – Mainstream
Change of Details Form – Automic Group
Change of Payment & Distribution Election Form – Automic Group
Change of Financial Adviser Form – Automic Group
Change of Payment & Distribution Election Form – Mainstream
Standard Transfer Form – Automic Group
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