Ellerston Asia Growth Fund
Minimum initial investment amount: $10,000
Minimum additional investment amount: No Minimum
Recommended investment period: Minimum 5 years
An actively managed, concentrated portfolio of Asia ex-Japan listed companies that is benchmark independent and has a focus on capital growth and downside protection.
The Fund is available as an Unlisted Fund or as an ASX Quoted Fund (ASX:EAFZ)Apply Now
Have you sought personal financial advice about this fund?
Your ﬁnancial adviser will have undertaken a detailed assessment of your personal circumstances and goals. If they’ve determined this fund is suitable to your needs, you can proceed to the application process.
We strongly recommend you seek financial advice before investing. Please answer 5 questions to conﬁrm the suitability of this fund. If you want to learn about the new regulations ensuring products are targeted at the right people click here.
Do you intend to be a medium to long-term investor in this product (i.e. a minimum of five years)?
Are you seeking an investment that is primarily intended to provide capital growth without the need to provide a regular income stream?
Will this investment form part of a satellite allocaion (up to 10%) of your diversified investment portfolio?
Would you consider yourself to have a very high risk/return profile in relation to this investment?
Under normal circumstances, do you expect to be able to access your funds for this investment within a week of your request?
As you selected ‘no’ at least one of the previous questions, we have determined that, based on the objectives and parameters, this particular fund may not align seamlessly with your investment profile at this time.
Please understand that this decision is driven by our responsibility to ensure that all our investors’ financial objectives are in accordance with the fund’s strategies and risk management practices.
Should you wish to further discuss this outcome, seek clarifications, or explore alternative investment opportunities, we invite you to reach out to our Investor Relations team at Ellerston Capital on 02 9021 7701.