Invest with us

Invest with us

Please answer the following questions to help determine if you are likely to be within the target market for any of the PM Capital Funds based on your responses.

Please answer all the questions below to help determine if you’re reasonably likely to be within the target market for any of the Funds. Please read the definitions of each selection when answering the questions. The Funds available will be based on the attributes you select.

What is your main investment objective?

Capital growth

Capital preservation

Income

How much does this investment represent of your investable assets, excluding your residential home?

75% or more

50% or more and less than 75%

25% or more and less than 50%

10% or more and less than 25%

Less than 10%

What is your intended investment timeframe?

More than 7 years

Possibly more than 5 years and less than 7 years

Possibly more than 2 years and less than 5 years

Possibly less than 2 years

Which of the following best describes the level of risk and return that you are willing to accept through your investment in the Fund?

Low risk/return profile. Can only accept minimal volatility* and potential losses.

Medium risk/return profile. Can accept low volatility* and potential losses over the investment timeframe.

High risk/return profile. Can accept high volatility* and potential losses over the investment timeframe.

Very high risk/return profile. Can accept very high volatility* and potential losses over the investment timeframe.

Extremely high risk/return profile. Can accept significant volatility* and potential losses to obtain accelerated returns (potentially in a short timeframe).

Under ordinary circumstances, you will be able to redeem from the Fund on any Business Day provided your withdrawal request is received, verified and accepted by the Fund’s unit registry prior to 3pm (Sydney time) on a Business Day to be processed using that day’s exit price. Payments of withdrawal proceeds will usually be processed within five Business Days, but can be delayed over the annual distribution periods, or in extenuating circumstances. What do you anticipate your withdrawal needs may be?

Within one day of request

Within one week of request

Within one month of request

Within three months of request

Within 1 year of request

1 year or more

Asset class	Fund	TMD
Global equities	Global Companies Fund	TMD
Australian equities	Australian Companies Fund	TMD
Fixed income	Enhanced Yield Fund	TMD

PDS Terms & Conditions

The information on this page is general information only and does not take into account the investment objectives, financial situation or needs of any person, and does not constitute personal advice. This page does not form part of the PDS for any of the Funds and is not a summary of the features or terms of the Funds. In deciding whether to acquire or continue to hold an investment in a Fund, an investor should consider the relevant Fund’s PDS. The PDS issued by PM Capital Limited ABN 69 083 644 731 accessible from this site is available upon request from the office of PM Capital. Investment in any of the funds accessible from this site may only be made on the application form attached to, or accompanied by the complete and unaltered current PDS. The copy of the PM Capital Limited PDS available from this site is available for residents of Australia and New Zealand investors only. It has been prepared having regard only to current law and its interpretation, including, without limitation, taxation law. By downloading the PDS you will be acknowledging and agreeing with PM CAPITAL that you: a) have read, understood and agree to the above; b) are an Australian or NZ resident and you are accessing the PDS from within Australia or NZ; and c) have not, and will not, pass to any other person an application form unless it is attached to, or accompanied by the complete and unaltered electronic PDS and unless it is passed to another party within Australia or NZ.

Invest with us

Financial Adviser

Individual Investor