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Premium Income Fund

actual annualised distribution rate August 2024

Up to

8.70%*

p.a. nett of fees

Interested to know more?

Click the buttons below for more details about our Premium Income Fund, or 

Call us at 1300 425 594

* Terms & conditions apply. There are two investment subclasses in the Premium Income Fund; Enhanced and Standard. The rate shown is for the Enhanced class (minimum investment is $100,000); the Enhanced class has returned 8.38% in the year to August 2024 and 7.73% over the life of the fund (31 months). For the Standard class (minimum investment of $20,000), the July 2024 rate is 8.20%. The Standard class has returned 7.88% in the year to August 2024 and 7.23% over the life of the fund (31 months). Please note that past performance is not a reliable indicator of future performance, and rates of return are not guaranteed. This investment is not a bank deposit and carries risk. Refer to the PDS for full details.

Ready to Invest?

Fill out the form below to download our Premium Income Fund Product Disclosure Statement (PDS), Target Market Determination (TMD) and Application Form

or contact us for further enquiries about our fund

Download Now

How to Apply

01

Download PDS & Application Form

02

Submit a completed Application Form by email or post

03

Transfer your money to our application account

04

Our staff will verify your identity

05

We will issue your unit certificates

​If you have any questions, please call us on 1300 425 594 or leave your details and we’ll call you back

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