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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.

Product Disclosure Statements (PDS’s)

Document Date Download
Ellerston Global Equity Managers Fund (Class C) — PDS 29/09/2023
Ellerston Australian Absolute Return Fund — PDS 29/09/2023
Ellerston Australian Emerging Leaders Fund – PDS & Additional Information to the PDS 29/09/2023
Ellerston Australian Micro Cap Fund — PDS & Additional Information to the PDS 29/09/2023
Ellerston Australian Share Fund — PDS & Additional Information to the PDS 29/09/2023
Ellerston Equity Income KIS Fund — PDS & Additional Information to the PDS 29/09/2023
Ellerston Overlay Australian Share Fund — Information Memorandum 14/11/2022
Ellerston Asia Growth Fund (Hedge Fund) — PDS 29/09/2023
Ellerston Asia Growth Fund (Hedge Fund) — Supplementary PDS 27/02/2024
Ellerston Global Mid Small Cap Fund (Class A) – PDS 14/11/2022
Ellerston India Fund — PDS 29/09/2023
Ellerston India Fund — Supplementary PDS 28/02/2024
Ellerston JAADE Australian Private Assets Fund (Retail) — PDS 29/09/2023

Application Forms

Document Date Download
Ellerston Global Equity Managers Fund (Class C) – Application Form 29/09/2023
Ellerston Australian Absolute Return Fund — Application Form 29/09/2023
Ellerston Australian Emerging Leaders Fund – Application Form 29/09/2023
Ellerston Australian Micro Cap Fund – Application Form 29/09/2023
Ellerston Australian Share Fund — Application Form 29/09/2023
Ellerston Equity Income KIS Fund – Application Form 29/09/2023
Ellerston Overlay Australian Share Fund – Application Form 14/11/2022
Ellerston Asia Growth Fund (Hedge Fund) – Application Form 29/09/2023
Ellerston Global Mid Small Cap Fund (Class A) – Application Form 14/11/2022
Ellerston India Fund – Application Form 29/09/2023
Ellerston JAADE Private Assets Fund (Retail) – Application Form 29/09/2023
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