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To invest in one of our Funds, please read the relevant Fund Product Disclosure Statement (PDS) and any Additional Information. For any questions, don’t hesitate to Contact Us.

Get to know our Funds

Each of our Funds focuses on a different approach, opportunity and risk profile. Please visit the Fund pages to gain more understanding of what they offer, performance and important documents you might want to read.

Product Disclosure Statements

Document Date Download
Ellerston Global Equity Managers Fund — Product Disclosure Statement 04/06/2019
Ellerston Australian Share Fund — Product Disclosure Statement 04/06/2019
Ellerston Australian Share Fund — Additional Information to the PDS 04/06/2019
Ellerston Overlay Australian Share Fund — Information Memorandum 11/01/2012
Ellerston Australian Market Neutral Fund — Product Disclosure Statement 04/06/2019
Ellerston Australian Micro Cap Fund — Product Disclosure Statement 08/05/2019
Ellerston Australian Micro Cap Fund — Additional Information to the PDS 08/05/2019
Ellerston Low Volatility Income Strategy — Information Memorandum 05/11/2019
Ellerston Asia Growth Fund — Product Disclosure Statement 07/09/2020
Ellerston India Fund — Product Disclosure Statement 04/06/2019
Ellerston JAADE Private Assets Fund — Product Disclosure Statement 05/07/2019
Morphic Global Opportunities Fund — Product Disclosure Statement 11/12/2020

Application Forms

Document Date Download
Ellerston Global Equity Managers Fund — Application Form 04/06/2019
Ellerston Australian Share Fund — Application Form 04/06/2019
Ellerston Overlay Australian Share Fund — Information Memorandum 11/01/2012
Ellerston Australian Market Neutral Fund — Application Form 04/06/2019
Ellerston Australian Micro Cap Fund — Application Form 08/05/2019
Ellerston Low Volatility Income Strategy — Application Form 05/11/2019
Ellerston Asia Growth Fund — Application Form 07/09/2020
Ellerston India Fund — Application Form 04/06/2019
Ellerston JAADE Private Assets Fund — Application Form 05/07/2019
Morphic Global Opportunities Fund — Application Form 11/12/2020

Other Forms

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