New Investor Hub

Whether you’re new to investing, a returning investor or require more information on how to invest in any of our Funds, please see helpful information below or feel free to contact us.

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Easy steps to investing

Every Fund is different and employs strategies aimed at building wealth for our investors, with that in mind it’s best to read about each Fund, the strategy and the focus of that Fund.

To invest in any of our Funds please read the relevant Fund Product Disclosure Statement (PDS) or Investment Memorandum (IM) and any accompanying additional information before completing the application form.

You can always contact us to discuss the Funds in more detail.

We can accept direct investment from individuals, trusts, superannuation funds, companies, partnerships, associations, co-operatives and government bodies.

If you’re considering investing in a fund you’ll need to:

  1. Read the PDS and any additional information to that PDS
  2. Fill out the Application Form either online or hard copy (see below)
  3. Follow instructions on the form to submit to the Fund Registry

Some Funds offer online applications which may be quicker and easier for you.

You will receive confirmation from the registry of your investment.

We keep you up to date on Fund performance and important information, as an investor our doors are always open if you ever have questions or further needs. You’ll also receive conventional statements at required intervals.

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 15/01/2021
Ellerston Australian Micro Cap Fund — Additional Information to the PDS 08/05/2019
Ellerston Low Volatility Income Strategy — Information Memorandum 08/05/2019
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

Additional Forms

Document Date Download
Link Market Services Additional Investment Form
Mainstream Additional Investment Form
Link Market Services Redemption Request Form
Mainstream Redemption Request Form
JAADE Additional Investment Form — Retail
JAADE Additional Investment Form — Wholesale
Mainstream Change of Details Form
Link Market Services Change of Address Form
Link Market Services Method of Communication Form
Link Market Services Standard Transfer Form — Unlisted Investment Funds
Link Market Services Direct Credit of Payments Form
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If you’d like to speak to us, just reach out and we’ll help to answer your questions.

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