Our fund factsheets contains a raft of useful information that you can use alongside your clients to help them gain a deeper understanding of the funds they may invest in. It contains the fund's objective, strategy and performance as well as portfolio manager commentary for the quarter with key fund facts, top holdings and portfolio structure.
Our fund profiles are comprehensive overviews of each of our funds to help you and your clients understand the key features of the fund. The provide insight into fund design, underlying managers and strategies.
Product disclosure statements (PDS) are a summary of significant information about the fund. Your clients should consider all the information contained in this document before making a decision about the fund. It includes information such as key features, fees, benefits and risks.
